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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 | $58,823 | $87,166-32.5% | $76,735-23.3% | $137,256-57.1% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 21.56% | 26.50%-4.9pp | 29.77%-8.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,147 | $2,904-60.5% | $2,454-53.3% | $4,156-72.4% |
| Participant deferral / active EE | $5,649 | $4,726+19.5% | $4,088+38.2% | $6,407-11.8% |
| Admin fee / account holder | $696 | $8,403-91.7% | $7,189-90.3% | $12,270-94.3% |