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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 | $53,927 | $85,024-36.6% | $70,544-23.6% | $139,466-61.3% |
| Participation rate | 61.1% | 73.9%-12.8pp | 68.4%-7.2pp | 80.3%-19.2pp |
| Annual return | 12.10% | 30.39%-18.3pp | 32.79%-20.7pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,426 | $3,912-63.6% | $2,976-52.1% | $4,754-70.0% |
| Participant deferral / active EE | $2,532 | $5,891-57.0% | $4,568-44.6% | $6,712-62.3% |
| Admin fee / account holder | $1,363 | $8,928-84.7% | $6,427-78.8% | $11,409-88.1% |