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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 | $56,368 | $101,798-44.6% | $165,071-65.9% | $80,935-30.4% |
| Participation rate | 48.8% | 71.8%-23.1pp | 78.6%-29.8pp | 67.7%-18.9pp |
| Annual return | 12.72% | 16.73%-4.0pp | 70.17%-57.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,364 | $2,954-53.8% | $4,347-68.6% | $2,757-50.5% |
| Participant deferral / active EE | $3,457 | $4,476-22.8% | $6,035-42.7% | $4,299-19.6% |
| Admin fee / account holder | $3,645 | $8,221-55.7% | $12,695-71.3% | $6,924-47.4% |