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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 | $57,973 | $94,436-38.6% | $115,599-49.9% | $82,637-29.8% |
| Participation rate | 35.3% | 70.4%-35.1pp | 74.3%-39.0pp | 68.1%-32.8pp |
| Annual return | 13.10% | 18.37%-5.3pp | 111.10%-98.0pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,151 | $2,324-50.5% | $2,955-61.0% | $2,552-54.9% |
| Participant deferral / active EE | $2,644 | $3,955-33.1% | $4,889-45.9% | $4,126-35.9% |
| Admin fee / account holder | $13,028 | $10,328+26.1% | $12,841+1.5% | $7,339+77.5% |