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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 | $77,621 | $109,782-29.3% | $260,467-70.2% | $94,015-17.4% |
| Participation rate | 54.1% | 67.2%-13.1pp | 80.5%-26.4pp | 70.8%-16.8pp |
| Annual return | 16.18% | 18.60%-2.4pp | 100.60%-84.4pp | 17.84%-1.7pp |
| Employer contribution / active EE | $1,550 | $2,147-27.8% | $4,239-63.4% | $2,790-44.5% |
| Participant deferral / active EE | $3,653 | $4,044-9.7% | $6,319-42.2% | $4,249-14.0% |
| Admin fee / account holder | $3,380 | $11,958-71.7% | $15,461-78.1% | $8,951-62.2% |