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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 | $49,660 | $81,233-38.9% | $155,567-68.1% | $80,874-38.6% |
| Participation rate | 36.4% | 66.2%-29.9pp | 78.2%-41.8pp | 67.6%-31.3pp |
| Annual return | 21.22% | 33.33%-12.1pp | 64.74%-43.5pp | 35.62%-14.4pp |
| Employer contribution / active EE | $1,343 | $3,101-56.7% | $4,674-71.3% | $2,756-51.3% |
| Participant deferral / active EE | $3,089 | $3,452-10.5% | $5,628-45.1% | $4,297-28.1% |
| Admin fee / account holder | $2,767 | $7,998-65.4% | $15,916-82.6% | $6,935-60.1% |