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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 | $63,301 | $81,331-22.2% | $155,534-59.3% | $80,935-21.8% |
| Participation rate | 55.9% | 66.3%-10.4pp | 78.2%-22.3pp | 67.7%-11.8pp |
| Annual return | 11.44% | 33.37%-21.9pp | 64.92%-53.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,241 | $3,105-60.0% | $4,675-73.4% | $2,757-55.0% |
| Participant deferral / active EE | $2,443 | $3,454-29.3% | $5,630-56.6% | $4,299-43.2% |
| Admin fee / account holder | $2,152 | $7,999-73.1% | $15,900-86.5% | $6,924-68.9% |