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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 | $60,166 | $95,453-37.0% | $112,040-46.3% | $82,448-27.0% |
| Participation rate | 34.6% | 72.8%-38.1pp | 76.5%-41.9pp | 68.1%-33.5pp |
| Annual return | 17.47% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,465 | $2,318-36.8% | $2,954-50.4% | $2,551-42.6% |
| Participant deferral / active EE | $2,632 | $4,224-37.7% | $5,098-48.4% | $4,139-36.4% |
| Admin fee / account holder | $7,082 | $9,013-21.4% | $12,098-41.5% | $7,234-2.1% |