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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 | $56,565 | $78,690-28.1% | $161,489-65.0% | $87,485-35.3% |
| Participation rate | 53.8% | 67.5%-13.6pp | 78.7%-24.9pp | 68.9%-15.1pp |
| Annual return | 13.02% | 32.74%-19.7pp | 89.72%-76.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,556 | $2,588-39.9% | $4,268-63.6% | $2,596-40.1% |
| Participant deferral / active EE | $3,102 | $3,311-6.3% | $5,630-44.9% | $4,274-27.4% |
| Admin fee / account holder | $368 | $6,724-94.5% | $16,006-97.7% | $7,775-95.3% |