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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 | $58,867 | $76,407-23.0% | $150,298-60.8% | $82,448-28.6% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 20.16% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,070 | $2,614-59.1% | $4,154-74.2% | $2,551-58.0% |
| Participant deferral / active EE | $4,448 | $3,214+38.4% | $5,453-18.4% | $4,139+7.5% |
| Admin fee / account holder | $6,815 | $6,352+7.3% | $14,116-51.7% | $7,234-5.8% |