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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 | $55,648 | $77,908-28.6% | $149,696-62.8% | $75,173-26.0% |
| Participation rate | 37.5% | 65.6%-28.1pp | 78.8%-41.3pp | 67.2%-29.7pp |
| Annual return | 20.62% | 31.73%-11.1pp | 134.46%-113.8pp | 160.72%-140.1pp |
| Employer contribution / active EE | $1,549 | $3,138-50.6% | $4,821-67.9% | $2,671-42.0% |
| Participant deferral / active EE | $3,154 | $3,411-7.5% | $5,682-44.5% | $4,126-23.6% |
| Admin fee / account holder | $4,969 | $5,950-16.5% | $13,212-62.4% | $5,651-12.1% |