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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 | $61,308 | $81,331-24.6% | $155,534-60.6% | $80,935-24.3% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 11.53% | 33.37%-21.8pp | 64.92%-53.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,020 | $3,105-67.1% | $4,675-78.2% | $2,757-63.0% |
| Participant deferral / active EE | $2,857 | $3,454-17.3% | $5,630-49.3% | $4,299-33.5% |
| Admin fee / account holder | $3,852 | $7,999-51.8% | $15,900-75.8% | $6,924-44.4% |