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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 | $61,551 | $83,485-26.3% | $125,192-50.8% | $72,975-15.7% |
| Participation rate | 50.7% | 73.3%-22.6pp | 79.8%-29.1pp | 69.5%-18.8pp |
| Annual return | 18.07% | 25.77%-7.7pp | 43.79%-25.7pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,164 | $2,346-50.4% | $3,866-69.9% | $2,440-52.3% |
| Participant deferral / active EE | $1,972 | $3,586-45.0% | $4,937-60.1% | $3,608-45.4% |
| Admin fee / account holder | $6,214 | $5,518+12.6% | $9,704-36.0% | $5,124+21.3% |