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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 | $57,136 | $68,852-17.0% | $120,524-52.6% | $80,925-29.4% |
| Participation rate | 52.7% | 61.6%-8.9pp | 71.9%-19.2pp | 67.7%-14.9pp |
| Annual return | 17.61% | 23.67%-6.1pp | 107.36%-89.8pp | 35.65%-18.0pp |
| Employer contribution / active EE | $1,423 | $2,063-31.0% | $3,469-59.0% | $2,756-48.4% |
| Participant deferral / active EE | $2,322 | $3,187-27.1% | $4,994-53.5% | $4,299-46.0% |
| Admin fee / account holder | $732 | $5,781-87.3% | $9,440-92.2% | $6,940-89.5% |