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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 | $58,426 | $71,230-18.0% | $93,727-37.7% | $80,959-27.8% |
| Participation rate | 56.1% | 60.4%-4.3pp | 68.7%-12.6pp | 67.7%-11.6pp |
| Annual return | 20.15% | 11.26%+8.9pp | 133.83%-113.7pp | 35.67%-15.5pp |
| Employer contribution / active EE | $1,055 | $1,565-32.6% | $2,421-56.4% | $2,757-61.7% |
| Participant deferral / active EE | $2,852 | $4,037-29.4% | $4,417-35.4% | $4,300-33.7% |
| Admin fee / account holder | $3,183 | $6,961-54.3% | $8,292-61.6% | $6,925-54.0% |