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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 | $58,450 | $81,262-28.1% | $155,602-62.4% | $80,911-27.8% |
| Participation rate | 54.4% | 66.2%-11.9pp | 78.2%-23.8pp | 67.6%-13.3pp |
| Annual return | 14.67% | 33.34%-18.7pp | 64.81%-50.1pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,291 | $3,102-58.4% | $4,675-72.4% | $2,756-53.2% |
| Participant deferral / active EE | $3,569 | $3,451+3.4% | $5,629-36.6% | $4,297-16.9% |
| Admin fee / account holder | $5,272 | $7,992-34.0% | $15,923-66.9% | $6,935-24.0% |