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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 | $56,971 | $81,262-29.9% | $155,602-63.4% | $80,911-29.6% |
| Participation rate | 51.6% | 66.2%-14.7pp | 78.2%-26.6pp | 67.6%-16.1pp |
| Annual return | 13.88% | 33.34%-19.5pp | 64.81%-50.9pp | 35.63%-21.8pp |
| Employer contribution / active EE | $537 | $3,102-82.7% | $4,675-88.5% | $2,756-80.5% |
| Participant deferral / active EE | $1,906 | $3,451-44.8% | $5,629-66.1% | $4,297-55.6% |
| Admin fee / account holder | $4,631 | $7,992-42.0% | $15,923-70.9% | $6,935-33.2% |