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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 | $101,752-42.4% | $164,928-64.4% | $80,911-27.5% |
| Participation rate | 58.2% | 71.8%-13.6pp | 78.6%-20.4pp | 67.6%-9.4pp |
| Annual return | 11.40% | 16.73%-5.3pp | 70.08%-58.7pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,233 | $2,953-58.3% | $4,343-71.6% | $2,756-55.3% |
| Participant deferral / active EE | $1,994 | $4,477-55.5% | $6,034-67.0% | $4,297-53.6% |
| Admin fee / account holder | $5,240 | $8,218-36.2% | $12,684-58.7% | $6,935-24.4% |