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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 | $62,002 | $106,524-41.8% | $152,301-59.3% | $87,485-29.1% |
| Participation rate | 31.8% | 75.8%-43.9pp | 82.4%-50.6pp | 68.9%-37.1pp |
| Annual return | 20.06% | 26.89%-6.8pp | 80.50%-60.4pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1,732 | $3,371-48.6% | $4,624-62.5% | $2,596-33.3% |
| Participant deferral / active EE | $3,902 | $6,525-40.2% | $8,004-51.2% | $4,274-8.7% |
| Admin fee / account holder | $10,083 | $8,287+21.7% | $14,398-30.0% | $7,775+29.7% |