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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 | $56,525 | $71,230-20.6% | $93,727-39.7% | $80,959-30.2% |
| Participation rate | 53.8% | 60.4%-6.5pp | 68.7%-14.9pp | 67.7%-13.8pp |
| Annual return | 18.51% | 11.26%+7.3pp | 133.83%-115.3pp | 35.67%-17.2pp |
| Employer contribution / active EE | $953 | $1,565-39.1% | $2,421-60.6% | $2,757-65.4% |
| Participant deferral / active EE | $2,538 | $4,037-37.1% | $4,417-42.5% | $4,300-41.0% |
| Admin fee / account holder | $4,271 | $6,961-38.6% | $8,292-48.5% | $6,925-38.3% |