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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 | $61,790 | $94,031-34.3% | $115,768-46.6% | $82,448-25.1% |
| Participation rate | 38.9% | 70.4%-31.5pp | 74.4%-35.5pp | 68.1%-29.2pp |
| Annual return | 18.22% | 20.61%-2.4pp | 100.46%-82.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,257 | $2,323-45.9% | $2,940-57.3% | $2,551-50.7% |
| Participant deferral / active EE | $1,913 | $3,972-51.8% | $4,917-61.1% | $4,139-53.8% |
| Admin fee / account holder | $2,172 | $10,249-78.8% | $12,439-82.5% | $7,234-70.0% |