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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 | $46,492 | $65,367-28.9% | $92,915-50.0% | $72,976-36.3% |
| Participation rate | 55.6% | 68.3%-12.8pp | 76.0%-20.4pp | 69.5%-13.9pp |
| Annual return | 17.75% | 42.11%-24.4pp | 109.45%-91.7pp | 81.02%-63.3pp |
| Employer contribution / active EE | $1,303 | $2,594-49.8% | $3,653-64.3% | $2,440-46.6% |
| Participant deferral / active EE | $2,580 | $3,128-17.5% | $4,238-39.1% | $3,608-28.5% |
| Admin fee / account holder | $9,026 | $4,251+112.3% | $5,796+55.7% | $5,124+76.2% |