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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 | $58,926 | $78,690-25.1% | $161,489-63.5% | $87,485-32.6% |
| Participation rate | 55.9% | 67.5%-11.6pp | 78.7%-22.8pp | 68.9%-13.0pp |
| Annual return | 26.08% | 32.74%-6.7pp | 89.72%-63.6pp | 26.06%0pp |
| Employer contribution / active EE | $737 | $2,588-71.5% | $4,268-82.7% | $2,596-71.6% |
| Participant deferral / active EE | $3,850 | $3,311+16.3% | $5,630-31.6% | $4,274-9.9% |
| Admin fee / account holder | $1,630 | $6,724-75.8% | $16,006-89.8% | $7,775-79.0% |