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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 | $66,163 | $87,106-24.0% | $105,607-37.3% | $80,935-18.3% |
| Participation rate | 51.9% | 70.4%-18.5pp | 75.3%-23.4pp | 67.7%-15.7pp |
| Annual return | 16.00% | 17.01%-1.0pp | 116.11%-100.1pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,061 | $2,396-55.7% | $3,167-66.5% | $2,757-61.5% |
| Participant deferral / active EE | $2,628 | $3,986-34.1% | $5,011-47.6% | $4,299-38.9% |
| Admin fee / account holder | $4,206 | $8,447-50.2% | $10,958-61.6% | $6,924-39.3% |