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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 | $62,499 | $101,778-38.6% | $164,975-62.1% | $80,925-22.8% |
| Participation rate | 54.3% | 71.8%-17.5pp | 78.6%-24.3pp | 67.7%-13.4pp |
| Annual return | 15.58% | 16.73%-1.1pp | 70.12%-54.5pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,882 | $2,954-36.3% | $4,343-56.7% | $2,756-31.7% |
| Participant deferral / active EE | $4,225 | $4,477-5.6% | $6,033-30.0% | $4,299-1.7% |
| Admin fee / account holder | $1,089 | $8,221-86.7% | $12,688-91.4% | $6,940-84.3% |