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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 | $61,642 | $106,524-42.1% | $152,301-59.5% | $87,485-29.5% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.4%-27.3pp | 68.9%-13.8pp |
| Annual return | 17.85% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,482 | $3,371-56.0% | $4,624-68.0% | $2,596-42.9% |
| Participant deferral / active EE | $4,027 | $6,525-38.3% | $8,004-49.7% | $4,274-5.8% |
| Admin fee / account holder | $1,143 | $8,287-86.2% | $14,398-92.1% | $7,775-85.3% |