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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 | $60,943 | $87,834-30.6% | $133,975-54.5% | $62,881-3.1% |
| Participation rate | 52.0% | 83.4%-31.4pp | 87.1%-35.1pp | 69.3%-17.3pp |
| Annual return | 8.81% | 12.05%-3.2pp | 29.29%-20.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,572 | $3,482-54.9% | $5,211-69.8% | $2,281-31.1% |
| Participant deferral / active EE | $2,400 | $4,812-50.1% | $6,282-61.8% | $3,203-25.1% |
| Admin fee / account holder | $618 | $5,372-88.5% | $9,324-93.4% | $4,296-85.6% |