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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 | $46,649 | $78,425-40.5% | $95,956-51.4% | $79,858-41.6% |
| Participation rate | 57.7% | 73.5%-15.8pp | 77.1%-19.4pp | 69.6%-11.9pp |
| Annual return | 15.88% | 19.37%-3.5pp | 91.63%-75.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,449 | $1,945-25.5% | $2,541-43.0% | $2,471-41.3% |
| Participant deferral / active EE | $2,801 | $3,440-18.6% | $4,167-32.8% | $3,740-25.1% |
| Admin fee / account holder | $5,446 | $5,622-3.1% | $6,797-19.9% | $5,306+2.6% |