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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 | $69,047 | $136,860-49.5% | $120,344-42.6% | $154,746-55.4% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 15.32% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,226 | $3,533-65.3% | $3,020-59.4% | $4,379-72.0% |
| Participant deferral / active EE | $1,968 | $5,793-66.0% | $5,135-61.7% | $6,730-70.8% |
| Admin fee / account holder | $1,423 | $15,393-90.8% | $12,742-88.8% | $14,365-90.1% |