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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 | $59,892 | $76,407-21.6% | $150,298-60.2% | $82,448-27.4% |
| Participation rate | 26.4% | 66.4%-40.0pp | 77.8%-51.3pp | 68.1%-41.6pp |
| Annual return | 18.33% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,073 | $2,614-58.9% | $4,154-74.2% | $2,551-57.9% |
| Participant deferral / active EE | $1,927 | $3,214-40.0% | $5,453-64.7% | $4,139-53.4% |
| Admin fee / account holder | $1,668 | $6,352-73.7% | $14,116-88.2% | $7,234-76.9% |