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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 | $35,509 | $45,343-21.7% | $150,298-76.4% | $67,986-47.8% |
| Participation rate | 49.0% | 51.9%-2.9pp | 77.8%-28.8pp | 57.2%-8.2pp |
| Annual return | 18.10% | 33.28%-15.2pp | 62.79%-44.7pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,171 | $1,462-19.9% | $4,154-71.8% | $2,019-42.0% |
| Participant deferral / active EE | $1,570 | $2,055-23.6% | $5,453-71.2% | $3,358-53.3% |
| Admin fee / account holder | $4,131 | $2,250+83.6% | $14,116-70.7% | $3,203+29.0% |