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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 | $59,216 | $78,428-24.5% | $95,960-38.3% | $79,852-25.8% |
| Participation rate | 40.7% | 73.5%-32.8pp | 77.1%-36.3pp | 69.6%-28.9pp |
| Annual return | 12.95% | 19.37%-6.4pp | 91.63%-78.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,849 | $1,945-4.9% | $2,541-27.2% | $2,471-25.2% |
| Participant deferral / active EE | $2,054 | $3,440-40.3% | $4,167-50.7% | $3,740-45.1% |
| Admin fee / account holder | $1,319 | $5,622-76.5% | $6,797-80.6% | $5,306-75.1% |