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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 | $45,556 | $81,358-44.0% | $155,556-70.7% | $80,959-43.7% |
| Participation rate | 55.6% | 66.3%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 13.74% | 33.39%-19.7pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,510 | $3,106-51.4% | $4,675-67.7% | $2,757-45.2% |
| Participant deferral / active EE | $3,701 | $3,455+7.1% | $5,631-34.3% | $4,300-13.9% |
| Admin fee / account holder | $1,277 | $7,994-84.0% | $15,885-92.0% | $6,925-81.6% |