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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 | $53,536 | $81,276-34.1% | $155,574-65.6% | $80,925-33.8% |
| Participation rate | 27.1% | 66.2%-39.2pp | 78.2%-51.2pp | 67.7%-40.6pp |
| Annual return | 13.18% | 33.36%-20.2pp | 64.87%-51.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,364 | $3,103-56.0% | $4,676-70.8% | $2,756-50.5% |
| Participant deferral / active EE | $1,051 | $3,453-69.6% | $5,629-81.3% | $4,299-75.5% |
| Admin fee / account holder | $7,528 | $7,993-5.8% | $15,914-52.7% | $6,940+8.5% |