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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 | $60,519 | $73,955-18.2% | $96,520-37.3% | $75,181-19.5% |
| Participation rate | 28.1% | 66.4%-38.3pp | 74.3%-46.2pp | 67.2%-39.1pp |
| Annual return | 20.31% | 26.72%-6.4pp | 35.72%-15.4pp | 160.69%-140.4pp |
| Employer contribution / active EE | $1,808 | $2,930-38.3% | $3,739-51.6% | $2,671-32.3% |
| Participant deferral / active EE | $1,893 | $3,659-48.3% | $4,879-61.2% | $4,126-54.1% |
| Admin fee / account holder | $2,336 | $5,217-55.2% | $6,733-65.3% | $5,650-58.6% |