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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 | $63,195 | $87,733-28.0% | $106,554-40.7% | $85,851-26.4% |
| Participation rate | 60.7% | 71.9%-11.2pp | 76.1%-15.4pp | 69.3%-8.6pp |
| Annual return | 14.92% | 21.86%-6.9pp | 26.80%-11.9pp | 318.63%-303.7pp |
| Employer contribution / active EE | $1,168 | $2,073-43.7% | $2,819-58.6% | $2,565-54.5% |
| Participant deferral / active EE | $2,840 | $3,469-18.1% | $4,398-35.4% | $3,952-28.1% |
| Admin fee / account holder | $1,053 | $6,767-84.4% | $7,408-85.8% | $6,261-83.2% |