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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 | $30,003 | $71,057-57.8% | $93,654-68.0% | $80,874-62.9% |
| Participation rate | 51.2% | 60.4%-9.2pp | 68.7%-17.5pp | 67.6%-16.4pp |
| Annual return | 13.99% | 11.26%+2.7pp | 133.34%-119.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,314 | $1,564-16.0% | $2,421-45.7% | $2,756-52.3% |
| Participant deferral / active EE | $1,821 | $4,034-54.9% | $4,413-58.7% | $4,297-57.6% |
| Admin fee / account holder | $1,470 | $6,944-78.8% | $8,282-82.3% | $6,935-78.8% |