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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 | $56,176 | $68,573-18.1% | $120,368-53.3% | $80,874-30.5% |
| Participation rate | 59.8% | 61.6%-1.8pp | 71.9%-12.1pp | 67.6%-7.9pp |
| Annual return | 13.07% | 23.61%-10.5pp | 107.26%-94.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,007 | $2,052-50.9% | $3,465-70.9% | $2,756-63.4% |
| Participant deferral / active EE | $1,743 | $3,174-45.1% | $4,991-65.1% | $4,297-59.4% |
| Admin fee / account holder | $4,044 | $5,734-29.5% | $9,429-57.1% | $6,935-41.7% |