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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 | $81,262-24.6% | $155,602-60.6% | $80,911-24.2% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 11.53% | 33.34%-21.8pp | 64.81%-53.3pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,020 | $3,102-67.1% | $4,675-78.2% | $2,756-63.0% |
| Participant deferral / active EE | $2,857 | $3,451-17.2% | $5,629-49.2% | $4,297-33.5% |
| Admin fee / account holder | $3,852 | $7,992-51.8% | $15,923-75.8% | $6,935-44.5% |