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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 | $61,046 | $112,729-45.8% | $98,716-38.2% | $137,256-55.5% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 20.49% | 38.48%-18.0pp | 31.81%-11.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,384 | $2,725-49.2% | $2,279-39.3% | $4,156-66.7% |
| Participant deferral / active EE | $5,865 | $4,640+26.4% | $4,048+44.9% | $6,407-8.5% |
| Admin fee / account holder | $5,259 | $10,129-48.1% | $8,703-39.6% | $12,270-57.1% |