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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 | $59,589 | $95,453-37.6% | $112,040-46.8% | $82,448-27.7% |
| Participation rate | 35.6% | 72.8%-37.2pp | 76.5%-40.9pp | 68.1%-32.5pp |
| Annual return | 12.66% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,135 | $2,318-51.0% | $2,954-61.6% | $2,551-55.5% |
| Participant deferral / active EE | $1,997 | $4,224-52.7% | $5,098-60.8% | $4,139-51.8% |
| Admin fee / account holder | $5,985 | $9,013-33.6% | $12,098-50.5% | $7,234-17.3% |