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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 | $64,920 | $81,504-20.3% | $102,437-36.6% | $80,959-19.8% |
| Participation rate | 30.2% | 66.9%-36.6pp | 74.5%-44.3pp | 67.7%-37.4pp |
| Annual return | 10.96% | 25.60%-14.6pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,107 | $3,104-64.3% | $3,871-71.4% | $2,757-59.8% |
| Participant deferral / active EE | $2,902 | $3,871-25.0% | $5,060-42.6% | $4,300-32.5% |
| Admin fee / account holder | $964 | $6,719-85.7% | $8,388-88.5% | $6,925-86.1% |