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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 | $55,335 | $86,288-35.9% | $111,306-50.3% | $85,851-35.5% |
| Participation rate | 48.1% | 73.3%-25.3pp | 77.3%-29.2pp | 69.3%-21.2pp |
| Annual return | 14.10% | 19.99%-5.9pp | 54.67%-40.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $1,540 | $2,044-24.7% | $2,732-43.6% | $2,565-40.0% |
| Participant deferral / active EE | $3,110 | $3,641-14.6% | $4,488-30.7% | $3,952-21.3% |
| Admin fee / account holder | $1,122 | $8,189-86.3% | $7,966-85.9% | $6,261-82.1% |