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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 | $55,527 | $123,793-55.1% | $177,840-68.8% | $79,852-30.5% |
| Participation rate | 62.5% | 84.7%-22.2pp | 87.7%-25.2pp | 69.6%-7.1pp |
| Annual return | 13.12% | 22.82%-9.7pp | 48.32%-35.2pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,264 | $4,095-69.1% | $5,919-78.6% | $2,471-48.8% |
| Participant deferral / active EE | $3,164 | $5,956-46.9% | $7,714-59.0% | $3,740-15.4% |
| Admin fee / account holder | $1,408 | $7,243-80.6% | $12,431-88.7% | $5,306-73.5% |