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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 | $76,407-16.3% | $150,298-57.5% | $82,448-22.5% |
| Participation rate | 53.1% | 66.4%-13.3pp | 77.8%-24.7pp | 68.1%-15.0pp |
| Annual return | 15.14% | 39.99%-24.9pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,037 | $2,614-60.3% | $4,154-75.0% | $2,551-59.3% |
| Participant deferral / active EE | $4,143 | $3,214+28.9% | $5,453-24.0% | $4,139+0.1% |
| Admin fee / account holder | $4,720 | $6,352-25.7% | $14,116-66.6% | $7,234-34.8% |