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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 | $52,426 | $65,364-19.8% | $92,909-43.6% | $72,975-28.2% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.9pp |
| Annual return | 19.50% | 42.11%-22.6pp | 109.44%-89.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,400 | $2,594-46.0% | $3,653-61.7% | $2,440-42.6% |
| Participant deferral / active EE | $2,704 | $3,128-13.6% | $4,238-36.2% | $3,608-25.1% |
| Admin fee / account holder | $4,112 | $4,251-3.3% | $5,795-29.0% | $5,124-19.7% |