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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 | $55,150 | $106,247-48.1% | $96,515-42.9% | $139,466-60.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 15.52% | 38.47%-22.9pp | 35.73%-20.2pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,867 | $4,106-54.5% | $3,740-50.1% | $4,754-60.7% |
| Participant deferral / active EE | $2,742 | $5,456-49.7% | $4,880-43.8% | $6,712-59.1% |
| Admin fee / account holder | $1,038 | $7,885-86.8% | $6,735-84.6% | $11,409-90.9% |