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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 | $62,327 | $77,638-19.7% | $156,551-60.2% | $62,881-0.9% |
| Participation rate | 53.8% | 71.2%-17.4pp | 84.0%-30.2pp | 69.3%-15.5pp |
| Annual return | 4.62% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,458 | $3,444-57.7% | $5,501-73.5% | $2,281-36.1% |
| Participant deferral / active EE | $2,344 | $3,046-23.0% | $4,871-51.9% | $3,203-26.8% |
| Admin fee / account holder | $520 | $5,561-90.7% | $13,028-96.0% | $4,296-87.9% |