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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 | $76,407-22.9% | $150,298-60.8% | $82,448-28.5% |
| Participation rate | 55.9% | 66.4%-10.5pp | 77.8%-21.9pp | 68.1%-12.2pp |
| Annual return | 26.08% | 39.99%-13.9pp | 62.79%-36.7pp | 41.64%-15.6pp |
| Employer contribution / active EE | $737 | $2,614-71.8% | $4,154-82.3% | $2,551-71.1% |
| Participant deferral / active EE | $3,850 | $3,214+19.8% | $5,453-29.4% | $4,139-7.0% |
| Admin fee / account holder | $1,630 | $6,352-74.3% | $14,116-88.5% | $7,234-77.5% |