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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 | $56,877 | $81,331-30.1% | $155,534-63.4% | $80,935-29.7% |
| Participation rate | 42.1% | 66.3%-24.1pp | 78.2%-36.1pp | 67.7%-25.6pp |
| Annual return | 13.81% | 33.37%-19.6pp | 64.92%-51.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,796 | $3,105-42.1% | $4,675-61.6% | $2,757-34.8% |
| Participant deferral / active EE | $2,845 | $3,454-17.6% | $5,630-49.5% | $4,299-33.8% |
| Admin fee / account holder | $3,741 | $7,999-53.2% | $15,900-76.5% | $6,924-46.0% |