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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 | $55,602 | $97,125-42.8% | $86,233-35.5% | $137,256-59.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 18.07% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,222 | $2,841-57.0% | $2,504-51.2% | $4,156-70.6% |
| Participant deferral / active EE | $2,191 | $5,180-57.7% | $4,559-51.9% | $6,407-65.8% |
| Admin fee / account holder | $305 | $9,725-96.9% | $8,342-96.3% | $12,270-97.5% |