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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 | $53,710 | $106,749-49.7% | $145,433-63.1% | $82,448-34.9% |
| Participation rate | 46.4% | 75.6%-29.2pp | 82.1%-35.7pp | 68.1%-21.6pp |
| Annual return | 19.06% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,179 | $3,444-65.8% | $4,554-74.1% | $2,551-53.8% |
| Participant deferral / active EE | $5,965 | $6,519-8.5% | $7,897-24.5% | $4,139+44.1% |
| Admin fee / account holder | $2,122 | $8,390-74.7% | $13,129-83.8% | $7,234-70.7% |