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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 | $39,890 | $101,752-60.8% | $164,928-75.8% | $80,911-50.7% |
| Participation rate | 55.2% | 71.8%-16.7pp | 78.6%-23.4pp | 67.6%-12.5pp |
| Annual return | 16.51% | 16.73%-0.2pp | 70.08%-53.6pp | 35.63%-19.1pp |
| Employer contribution / active EE | $1,674 | $2,953-43.3% | $4,343-61.5% | $2,756-39.3% |
| Participant deferral / active EE | $4,426 | $4,477-1.1% | $6,034-26.7% | $4,297+3.0% |
| Admin fee / account holder | $1,469 | $8,218-82.1% | $12,684-88.4% | $6,935-78.8% |