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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 | $59,164 | $60,442-2.1% | $96,754-38.9% | $87,485-32.4% |
| Participation rate | 46.5% | 58.7%-12.2pp | 70.3%-23.8pp | 68.9%-22.4pp |
| Annual return | 16.54% | 21.97%-5.4pp | 82.04%-65.5pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,343 | $1,691-20.6% | $2,679-49.9% | $2,596-48.3% |
| Participant deferral / active EE | $3,061 | $3,280-6.7% | $4,758-35.7% | $4,274-28.4% |
| Admin fee / account holder | $2,277 | $5,069-55.1% | $8,905-74.4% | $7,775-70.7% |