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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 | $55,596 | $81,276-31.6% | $155,574-64.3% | $80,925-31.3% |
| Participation rate | 56.9% | 66.2%-9.3pp | 78.2%-21.3pp | 67.7%-10.7pp |
| Annual return | 17.36% | 33.36%-16.0pp | 64.87%-47.5pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,253 | $3,103-59.6% | $4,676-73.2% | $2,756-54.5% |
| Participant deferral / active EE | $2,973 | $3,453-13.9% | $5,629-47.2% | $4,299-30.8% |
| Admin fee / account holder | $3,307 | $7,993-58.6% | $15,914-79.2% | $6,940-52.3% |