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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 | $61,535 | $73,978-16.8% | $96,515-36.2% | $75,173-18.1% |
| Participation rate | 40.8% | 66.4%-25.6pp | 74.3%-33.5pp | 67.2%-26.4pp |
| Annual return | 16.63% | 26.72%-10.1pp | 35.73%-19.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,808 | $2,931-38.3% | $3,740-51.7% | $2,671-32.3% |
| Participant deferral / active EE | $2,387 | $3,660-34.8% | $4,880-51.1% | $4,126-42.2% |
| Admin fee / account holder | $2,145 | $5,219-58.9% | $6,735-68.1% | $5,651-62.0% |