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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 | $77,814-33.5% | $158,223-67.3% | $86,983-40.6% |
| Participation rate | 55.6% | 68.4%-12.9pp | 79.2%-23.6pp | 69.5%-14.0pp |
| Annual return | 14.15% | 30.54%-16.4pp | 52.09%-37.9pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,160 | $2,592-55.2% | $4,109-71.8% | $2,584-55.1% |
| Participant deferral / active EE | $3,244 | $3,270-0.8% | $5,467-40.7% | $4,194-22.6% |
| Admin fee / account holder | $2,428 | $5,879-58.7% | $16,047-84.9% | $7,856-69.1% |