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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 | $51,710 | $78,690-34.3% | $161,489-68.0% | $87,485-40.9% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 14.15% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,160 | $2,588-55.2% | $4,268-72.8% | $2,596-55.3% |
| Participant deferral / active EE | $3,244 | $3,311-2.0% | $5,630-42.4% | $4,274-24.1% |
| Admin fee / account holder | $2,428 | $6,724-63.9% | $16,006-84.8% | $7,775-68.8% |