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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 | $81,262-30.0% | $155,602-63.4% | $80,911-29.7% |
| Participation rate | 42.1% | 66.2%-24.1pp | 78.2%-36.1pp | 67.6%-25.5pp |
| Annual return | 13.81% | 33.34%-19.5pp | 64.81%-51.0pp | 35.63%-21.8pp |
| Employer contribution / active EE | $1,796 | $3,102-42.1% | $4,675-61.6% | $2,756-34.8% |
| Participant deferral / active EE | $2,845 | $3,451-17.6% | $5,629-49.5% | $4,297-33.8% |
| Admin fee / account holder | $3,741 | $7,992-53.2% | $15,923-76.5% | $6,935-46.1% |