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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 | $62,417 | $78,670-20.7% | $109,173-42.8% | $85,847-27.3% |
| Participation rate | 52.2% | 68.3%-16.1pp | 75.9%-23.7pp | 69.3%-17.1pp |
| Annual return | 12.24% | 25.09%-12.8pp | 25.75%-13.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $1,398 | $2,734-48.9% | $3,723-62.5% | $2,565-45.5% |
| Participant deferral / active EE | $2,353 | $3,467-32.1% | $4,654-49.4% | $3,952-40.5% |
| Admin fee / account holder | $4,184 | $5,469-23.5% | $6,755-38.1% | $6,261-33.2% |