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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 | $62,354 | $72,273-13.7% | $101,275-38.4% | $79,856-21.9% |
| Participation rate | 35.1% | 68.5%-33.3pp | 75.8%-40.7pp | 69.6%-34.5pp |
| Annual return | 13.22% | 22.30%-9.1pp | 46.48%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,042 | $2,691-61.3% | $3,660-71.5% | $2,471-57.8% |
| Participant deferral / active EE | $2,416 | $3,282-26.4% | $4,371-44.7% | $3,741-35.4% |
| Admin fee / account holder | $18,317 | $4,401+316.2% | $5,948+208.0% | $5,306+245.2% |