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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 | $58,003 | $76,407-24.1% | $150,298-61.4% | $82,448-29.6% |
| Participation rate | 44.3% | 66.4%-22.1pp | 77.8%-33.5pp | 68.1%-23.8pp |
| Annual return | 20.86% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,227 | $2,614-53.1% | $4,154-70.5% | $2,551-51.9% |
| Participant deferral / active EE | $2,579 | $3,214-19.8% | $5,453-52.7% | $4,139-37.7% |
| Admin fee / account holder | $2,316 | $6,352-63.5% | $14,116-83.6% | $7,234-68.0% |