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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 | $49,833 | $77,920-36.0% | $149,723-66.7% | $75,177-33.7% |
| Participation rate | 54.5% | 65.6%-11.0pp | 78.8%-24.2pp | 67.2%-12.7pp |
| Annual return | 28.88% | 31.72%-2.8pp | 134.50%-105.6pp | 160.75%-131.9pp |
| Employer contribution / active EE | $1,578 | $3,138-49.7% | $4,821-67.3% | $2,671-40.9% |
| Participant deferral / active EE | $4,499 | $3,411+31.9% | $5,682-20.8% | $4,126+9.0% |
| Admin fee / account holder | $9,852 | $5,951+65.6% | $13,215-25.4% | $5,651+74.3% |