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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 | $50,207 | $109,782-54.3% | $260,467-80.7% | $94,015-46.6% |
| Participation rate | 57.1% | 67.2%-10.1pp | 80.5%-23.3pp | 70.8%-13.7pp |
| Annual return | 15.93% | 18.60%-2.7pp | 100.60%-84.7pp | 17.84%-1.9pp |
| Employer contribution / active EE | $1,795 | $2,147-16.4% | $4,239-57.6% | $2,790-35.7% |
| Participant deferral / active EE | $3,649 | $4,044-9.8% | $6,319-42.3% | $4,249-14.1% |
| Admin fee / account holder | $4,667 | $11,958-61.0% | $15,461-69.8% | $8,951-47.9% |