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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 | $55,622 | $90,400-38.5% | $186,193-70.1% | $87,485-36.4% |
| Participation rate | 36.9% | 66.2%-29.3pp | 77.1%-40.2pp | 68.9%-32.0pp |
| Annual return | 13.87% | 22.15%-8.3pp | 78.03%-64.2pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,042 | $2,170-52.0% | $3,918-73.4% | $2,596-59.9% |
| Participant deferral / active EE | $1,628 | $4,330-62.4% | $6,513-75.0% | $4,274-61.9% |
| Admin fee / account holder | $3,945 | $8,673-54.5% | $11,058-64.3% | $7,775-49.3% |