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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 | $55,108 | $96,731-43.0% | $123,973-55.5% | $86,983-36.6% |
| Participation rate | 29.8% | 70.0%-40.2pp | 76.7%-46.9pp | 69.5%-39.8pp |
| Annual return | 19.69% | 17.33%+2.4pp | 388.13%-368.4pp | 25.83%-6.1pp |
| Employer contribution / active EE | $979 | $3,297-70.3% | $4,126-76.3% | $2,584-62.1% |
| Participant deferral / active EE | $2,037 | $4,152-50.9% | $5,247-61.2% | $4,194-51.4% |
| Admin fee / account holder | $684 | $8,722-92.2% | $11,799-94.2% | $7,856-91.3% |