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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 | $55,407 | $76,407-27.5% | $150,298-63.1% | $82,448-32.8% |
| Participation rate | 44.4% | 66.4%-22.0pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 15.99% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,887 | $2,614-27.8% | $4,154-54.6% | $2,551-26.0% |
| Participant deferral / active EE | $2,941 | $3,214-8.5% | $5,453-46.1% | $4,139-29.0% |
| Admin fee / account holder | $3,641 | $6,352-42.7% | $14,116-74.2% | $7,234-49.7% |