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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 | $63,586 | $99,053-35.8% | $88,179-27.9% | $138,895-54.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.1%-29.1pp | 79.9%-39.9pp |
| Annual return | 15.88% | 78.17%-62.3pp | 64.97%-49.1pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,098 | $2,882-61.9% | $2,549-56.9% | $4,194-73.8% |
| Participant deferral / active EE | $2,124 | $5,225-59.4% | $4,614-54.0% | $6,396-66.8% |
| Admin fee / account holder | $2,296 | $8,748-73.8% | $7,673-70.1% | $12,562-81.7% |