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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 | $50,006 | $78,013-35.9% | $178,449-72.0% | $80,911-38.2% |
| Participation rate | 29.2% | 65.7%-36.5pp | 77.1%-47.9pp | 67.6%-38.5pp |
| Annual return | 13.20% | 18.07%-4.9pp | 27.09%-13.9pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,213 | $2,287-47.0% | $3,951-69.3% | $2,756-56.0% |
| Participant deferral / active EE | $1,842 | $4,408-58.2% | $6,277-70.7% | $4,297-57.1% |
| Admin fee / account holder | $17,372 | $7,166+142.4% | $10,362+67.7% | $6,935+150.5% |