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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 | $100,194-40.0% | $122,979-51.1% | $86,983-30.8% |
| Participation rate | 34.6% | 73.0%-38.4pp | 77.2%-42.6pp | 69.5%-34.9pp |
| Annual return | 17.47% | 16.47%+1.0pp | 20.12%-2.6pp | 25.83%-8.4pp |
| Employer contribution / active EE | $1,465 | $2,326-37.0% | $3,062-52.2% | $2,584-43.3% |
| Participant deferral / active EE | $2,632 | $4,133-36.3% | $5,003-47.4% | $4,194-37.2% |
| Admin fee / account holder | $7,082 | $10,148-30.2% | $12,864-44.9% | $7,856-9.8% |