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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 | $68,852-18.4% | $120,524-53.4% | $80,925-30.6% |
| Participation rate | 59.8% | 61.6%-1.9pp | 71.9%-12.2pp | 67.7%-7.9pp |
| Annual return | 13.07% | 23.67%-10.6pp | 107.36%-94.3pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,007 | $2,063-51.2% | $3,469-71.0% | $2,756-63.5% |
| Participant deferral / active EE | $1,743 | $3,187-45.3% | $4,994-65.1% | $4,299-59.5% |
| Admin fee / account holder | $4,044 | $5,781-30.0% | $9,440-57.2% | $6,940-41.7% |