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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,545 | $106,864-47.1% | $147,318-61.6% | $82,637-31.6% |
| Participation rate | 55.8% | 75.5%-19.7pp | 82.1%-26.3pp | 68.1%-12.2pp |
| Annual return | 18.09% | 27.49%-9.4pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,602 | $3,417-53.1% | $4,593-65.1% | $2,552-37.2% |
| Participant deferral / active EE | $2,932 | $6,496-54.9% | $7,906-62.9% | $4,126-28.9% |
| Admin fee / account holder | $974 | $8,415-88.4% | $13,708-92.9% | $7,339-86.7% |