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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 | $57,486 | $87,733-34.5% | $106,551-46.0% | $85,856-33.0% |
| Participation rate | 45.7% | 71.9%-26.3pp | 76.1%-30.5pp | 69.3%-23.7pp |
| Annual return | 13.39% | 21.86%-8.5pp | 26.80%-13.4pp | 318.58%-305.2pp |
| Employer contribution / active EE | $1,578 | $2,073-23.9% | $2,819-44.0% | $2,565-38.5% |
| Participant deferral / active EE | $4,329 | $3,469+24.8% | $4,398-1.6% | $3,952+9.5% |
| Admin fee / account holder | $1,982 | $6,767-70.7% | $7,408-73.2% | $6,261-68.3% |