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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 | $60,475 | $94,031-35.7% | $115,768-47.8% | $82,448-26.7% |
| Participation rate | 59.4% | 70.4%-11.0pp | 74.4%-15.0pp | 68.1%-8.7pp |
| Annual return | 16.81% | 20.61%-3.8pp | 100.46%-83.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,518 | $2,323-34.7% | $2,940-48.4% | $2,551-40.5% |
| Participant deferral / active EE | $3,480 | $3,972-12.4% | $4,917-29.2% | $4,139-15.9% |
| Admin fee / account holder | $4,526 | $10,249-55.8% | $12,439-63.6% | $7,234-37.4% |