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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 | $57,537 | $94,031-38.8% | $115,768-50.3% | $82,448-30.2% |
| Participation rate | 40.0% | 70.4%-30.4pp | 74.4%-34.4pp | 68.1%-28.1pp |
| Annual return | 13.06% | 20.61%-7.5pp | 100.46%-87.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,221 | $2,323-47.4% | $2,940-58.5% | $2,551-52.1% |
| Participant deferral / active EE | $2,882 | $3,972-27.4% | $4,917-41.4% | $4,139-30.4% |
| Admin fee / account holder | $6,823 | $10,249-33.4% | $12,439-45.2% | $7,234-5.7% |