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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 | $57,421 | $106,864-46.3% | $147,318-61.0% | $82,637-30.5% |
| Participation rate | 55.6% | 75.5%-19.9pp | 82.1%-26.5pp | 68.1%-12.5pp |
| Annual return | 15.23% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,092 | $3,417-68.0% | $4,593-76.2% | $2,552-57.2% |
| Participant deferral / active EE | $3,460 | $6,496-46.7% | $7,906-56.2% | $4,126-16.2% |
| Admin fee / account holder | $4,061 | $8,415-51.7% | $13,708-70.4% | $7,339-44.7% |