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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 | $106,749-46.2% | $145,433-60.5% | $82,448-30.4% |
| Participation rate | 55.6% | 75.6%-20.1pp | 82.1%-26.6pp | 68.1%-12.5pp |
| Annual return | 15.23% | 27.59%-12.4pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,092 | $3,444-68.3% | $4,554-76.0% | $2,551-57.2% |
| Participant deferral / active EE | $3,460 | $6,519-46.9% | $7,897-56.2% | $4,139-16.4% |
| Admin fee / account holder | $4,061 | $8,390-51.6% | $13,129-69.1% | $7,234-43.9% |