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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 | $63,937 | $78,690-18.7% | $161,489-60.4% | $87,485-26.9% |
| Participation rate | 53.1% | 67.5%-14.4pp | 78.7%-25.6pp | 68.9%-15.9pp |
| Annual return | 15.14% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,037 | $2,588-59.9% | $4,268-75.7% | $2,596-60.0% |
| Participant deferral / active EE | $4,143 | $3,311+25.1% | $5,630-26.4% | $4,274-3.1% |
| Admin fee / account holder | $4,720 | $6,724-29.8% | $16,006-70.5% | $7,775-39.3% |