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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 | $54,849 | $73,978-25.9% | $96,515-43.2% | $75,173-27.0% |
| Participation rate | 31.8% | 66.4%-34.6pp | 74.3%-42.5pp | 67.2%-35.4pp |
| Annual return | 14.13% | 26.72%-12.6pp | 35.73%-21.6pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,146 | $2,931-60.9% | $3,740-69.3% | $2,671-57.1% |
| Participant deferral / active EE | $1,529 | $3,660-58.2% | $4,880-68.7% | $4,126-63.0% |
| Admin fee / account holder | $3,374 | $5,219-35.4% | $6,735-49.9% | $5,651-40.3% |