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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 | $45,050 | $78,423-42.6% | $95,964-53.1% | $79,856-43.6% |
| Participation rate | 37.3% | 73.5%-36.2pp | 77.1%-39.8pp | 69.6%-32.4pp |
| Annual return | 16.75% | 19.37%-2.6pp | 91.64%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,737 | $1,945-10.7% | $2,541-31.6% | $2,471-29.7% |
| Participant deferral / active EE | $2,755 | $3,440-19.9% | $4,167-33.9% | $3,741-26.4% |
| Admin fee / account holder | $4,961 | $5,622-11.7% | $6,797-27.0% | $5,306-6.5% |