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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 | $62,715 | $84,236-25.5% | $170,435-63.2% | $70,126-10.6% |
| Participation rate | 42.3% | 70.8%-28.5pp | 83.6%-41.3pp | 69.5%-27.2pp |
| Annual return | 12.62% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,368 | $3,387-59.6% | $5,432-74.8% | $2,343-41.6% |
| Participant deferral / active EE | $1,871 | $3,086-39.4% | $4,939-62.1% | $3,332-43.8% |
| Admin fee / account holder | $7,536 | $5,698+32.3% | $13,881-45.7% | $4,645+62.2% |