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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 | $71,197-17.9% | $93,669-37.6% | $80,925-27.8% |
| Participation rate | 56.1% | 60.4%-4.3pp | 68.7%-12.7pp | 67.7%-11.6pp |
| Annual return | 20.15% | 11.27%+8.9pp | 133.59%-113.4pp | 35.65%-15.5pp |
| Employer contribution / active EE | $1,055 | $1,565-32.6% | $2,424-56.5% | $2,756-61.7% |
| Participant deferral / active EE | $2,852 | $4,036-29.3% | $4,416-35.4% | $4,299-33.7% |
| Admin fee / account holder | $3,183 | $6,959-54.3% | $8,291-61.6% | $6,940-54.1% |