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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 | $57,476 | $115,225-50.1% | $100,712-42.9% | $138,895-58.6% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 20.44% | 40.35%-19.9pp | 33.27%-12.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,633 | $2,771-41.1% | $2,313-29.4% | $4,194-61.1% |
| Participant deferral / active EE | $2,031 | $4,699-56.8% | $4,085-50.3% | $6,396-68.3% |
| Admin fee / account holder | $942 | $10,844-91.3% | $9,256-89.8% | $12,562-92.5% |