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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 | $51,573 | $93,589-44.9% | $135,942-62.1% | $75,181-31.4% |
| Participation rate | 55.1% | 75.2%-20.1pp | 81.9%-26.8pp | 67.2%-12.1pp |
| Annual return | 19.29% | 30.90%-11.6pp | 68.28%-49.0pp | 160.69%-141.4pp |
| Employer contribution / active EE | $1,711 | $3,537-51.6% | $4,858-64.8% | $2,671-35.9% |
| Participant deferral / active EE | $3,428 | $6,405-46.5% | $7,759-55.8% | $4,126-16.9% |
| Admin fee / account holder | $1,455 | $6,977-79.1% | $10,764-86.5% | $5,650-74.2% |