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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 | $52,169 | $78,690-33.7% | $161,489-67.7% | $87,485-40.4% |
| Participation rate | 62.9% | 67.5%-4.6pp | 78.7%-15.8pp | 68.9%-6.1pp |
| Annual return | 13.74% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,280 | $2,588-50.5% | $4,268-70.0% | $2,596-50.7% |
| Participant deferral / active EE | $1,461 | $3,311-55.9% | $5,630-74.0% | $4,274-65.8% |
| Admin fee / account holder | $1,359 | $6,724-79.8% | $16,006-91.5% | $7,775-82.5% |