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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 | $56,564 | $107,809-47.5% | $97,032-41.7% | $155,188-63.6% |
| Participation rate | 62.5% | 75.5%-13.0pp | 71.6%-9.1pp | 80.8%-18.3pp |
| Annual return | 14.44% | 38.06%-23.6pp | 35.38%-20.9pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,429 | $2,911-50.9% | $2,629-45.6% | $4,248-66.4% |
| Participant deferral / active EE | $2,638 | $5,129-48.6% | $4,672-43.5% | $6,531-59.6% |
| Admin fee / account holder | $946 | $10,717-91.2% | $9,418-90.0% | $14,480-93.5% |