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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 | $124,425-44.5% | $112,040-38.4% | $137,256-49.7% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 15.32% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,226 | $3,411-64.1% | $2,954-58.5% | $4,156-70.5% |
| Participant deferral / active EE | $1,968 | $5,718-65.6% | $5,098-61.4% | $6,407-69.3% |
| Admin fee / account holder | $1,423 | $15,207-90.6% | $12,098-88.2% | $12,270-88.4% |