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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 | $55,468 | $71,215-22.1% | $93,696-40.8% | $80,935-31.5% |
| Participation rate | 38.0% | 60.4%-22.4pp | 68.7%-30.7pp | 67.7%-29.7pp |
| Annual return | 13.78% | 11.27%+2.5pp | 133.74%-120.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,178 | $1,565-24.8% | $2,422-51.4% | $2,757-57.3% |
| Participant deferral / active EE | $1,597 | $4,037-60.4% | $4,417-63.8% | $4,299-62.8% |
| Admin fee / account holder | $4,238 | $6,958-39.1% | $8,287-48.9% | $6,924-38.8% |