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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 | $64,311 | $91,559-29.8% | $133,978-52.0% | $79,856-19.5% |
| Participation rate | 52.2% | 73.3%-21.2pp | 79.8%-27.7pp | 69.6%-17.5pp |
| Annual return | 21.76% | 61.85%-40.1pp | 45.10%-23.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $699 | $2,384-70.7% | $3,919-82.2% | $2,471-71.7% |
| Participant deferral / active EE | $1,798 | $3,734-51.8% | $5,047-64.4% | $3,741-51.9% |
| Admin fee / account holder | $3,808 | $6,321-39.8% | $8,930-57.4% | $5,306-28.2% |