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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 | $64,193 | $115,225-44.3% | $100,712-36.3% | $138,895-53.8% |
| Participation rate | 59.1% | 74.3%-15.2pp | 69.3%-10.2pp | 79.9%-20.8pp |
| Annual return | 16.78% | 40.35%-23.6pp | 33.27%-16.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,487 | $2,771-46.4% | $2,313-35.7% | $4,194-64.6% |
| Participant deferral / active EE | $3,041 | $4,699-35.3% | $4,085-25.6% | $6,396-52.5% |
| Admin fee / account holder | $4,320 | $10,844-60.2% | $9,256-53.3% | $12,562-65.6% |