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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 | $58,638 | $101,795-42.4% | $165,100-64.5% | $80,959-27.6% |
| Participation rate | 58.2% | 71.8%-13.6pp | 78.6%-20.4pp | 67.7%-9.5pp |
| Annual return | 11.40% | 16.73%-5.3pp | 70.21%-58.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,233 | $2,954-58.3% | $4,348-71.6% | $2,757-55.3% |
| Participant deferral / active EE | $1,994 | $4,476-55.5% | $6,035-67.0% | $4,300-53.6% |
| Admin fee / account holder | $5,240 | $8,221-36.3% | $12,696-58.7% | $6,925-24.3% |