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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 | $55,818 | $71,215-21.6% | $93,696-40.4% | $80,935-31.0% |
| Participation rate | 21.2% | 60.4%-39.2pp | 68.7%-47.5pp | 67.7%-46.4pp |
| Annual return | 11.22% | 11.27%0pp | 133.74%-122.5pp | 35.66%-24.4pp |
| Employer contribution / active EE | $965 | $1,565-38.3% | $2,422-60.1% | $2,757-65.0% |
| Participant deferral / active EE | $1,599 | $4,037-60.4% | $4,417-63.8% | $4,299-62.8% |
| Admin fee / account holder | $1,588 | $6,958-77.2% | $8,287-80.8% | $6,924-77.1% |