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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 | $57,709 | $116,203-50.3% | $93,621-38.4% | $152,909-62.3% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.8%-21.7pp | 82.5%-28.3pp |
| Annual return | 14.80% | 35.96%-21.2pp | 32.76%-18.0pp | 345.46%-330.7pp |
| Employer contribution / active EE | $1,302 | $3,219-59.6% | $2,719-52.1% | $4,764-72.7% |
| Participant deferral / active EE | $2,200 | $4,605-52.2% | $4,070-45.9% | $5,851-62.4% |
| Admin fee / account holder | $2,634 | $10,751-75.5% | $7,890-66.6% | $11,601-77.3% |