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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 | $56,245 | $75,058-25.1% | $152,301-63.1% | $64,340-12.6% |
| Participation rate | 19.2% | 60.9%-41.7pp | 82.4%-63.2pp | 55.2%-36.0pp |
| Annual return | 19.45% | 29.93%-10.5pp | 80.50%-61.1pp | 24.14%-4.7pp |
| Employer contribution / active EE | $446 | $2,605-82.9% | $4,624-90.4% | $1,862-76.1% |
| Participant deferral / active EE | $1,238 | $5,041-75.4% | $8,004-84.5% | $2,980-58.5% |
| Admin fee / account holder | $6,231 | $4,050+53.8% | $14,398-56.7% | $3,703+68.3% |