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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 | $143,969-61.6% | $199,883-72.3% | $82,637-33.1% |
| Participation rate | 61.8% | 84.1%-22.4pp | 86.8%-25.0pp | 68.1%-6.3pp |
| Annual return | 17.13% | 25.67%-8.5pp | 43.81%-26.7pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,888 | $4,632-59.2% | $6,261-69.8% | $2,552-26.0% |
| Participant deferral / active EE | $3,237 | $6,937-53.3% | $9,138-64.6% | $4,126-21.5% |
| Admin fee / account holder | $5,738 | $14,597-60.7% | $17,268-66.8% | $7,339-21.8% |