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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 | $55,277 | $146,267-62.2% | $197,124-72.0% | $82,448-33.0% |
| Participation rate | 61.8% | 84.0%-22.3pp | 86.7%-24.9pp | 68.1%-6.3pp |
| Annual return | 17.13% | 29.61%-12.5pp | 44.34%-27.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,888 | $4,723-60.0% | $6,227-69.7% | $2,551-26.0% |
| Participant deferral / active EE | $3,237 | $7,035-54.0% | $9,135-64.6% | $4,139-21.8% |
| Admin fee / account holder | $5,738 | $14,422-60.2% | $16,298-64.8% | $7,234-20.7% |