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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 | $56,131 | $57,541-2.5% | $95,759-41.4% | $75,177-25.3% |
| Participation rate | 23.9% | 62.5%-38.6pp | 72.3%-48.3pp | 67.2%-43.3pp |
| Annual return | 19.63% | 34.93%-15.3pp | 28.42%-8.8pp | 160.75%-141.1pp |
| Employer contribution / active EE | $915 | $1,808-49.4% | $2,836-67.7% | $2,671-65.7% |
| Participant deferral / active EE | $1,596 | $3,074-48.1% | $4,244-62.4% | $4,126-61.3% |
| Admin fee / account holder | $1,117 | $4,099-72.8% | $5,678-80.3% | $5,651-80.2% |