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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 | $56,163 | $76,642-26.7% | $146,866-61.8% | $65,306-14.0% |
| Participation rate | 45.6% | 61.2%-15.7pp | 82.5%-36.9pp | 57.7%-12.1pp |
| Annual return | 19.69% | 33.40%-13.7pp | 102.85%-83.2pp | 21.94%-2.2pp |
| Employer contribution / active EE | $1,136 | $2,621-56.6% | $4,425-74.3% | $1,967-42.2% |
| Participant deferral / active EE | $4,084 | $4,864-16.0% | $7,759-47.4% | $2,959+38.0% |
| Admin fee / account holder | $7,956 | $3,960+100.9% | $13,620-41.6% | $3,480+128.6% |