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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 | $54,088 | $106,864-49.4% | $147,318-63.3% | $82,637-34.5% |
| Participation rate | 57.4% | 75.5%-18.2pp | 82.1%-24.7pp | 68.1%-10.7pp |
| Annual return | 19.33% | 27.49%-8.2pp | 70.43%-51.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,566 | $3,417-54.2% | $4,593-65.9% | $2,552-38.6% |
| Participant deferral / active EE | $9,571 | $6,496+47.3% | $7,906+21.0% | $4,126+131.9% |
| Admin fee / account holder | $7,100 | $8,415-15.6% | $13,708-48.2% | $7,339-3.3% |