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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 | $59,131 | $93,055-36.5% | $153,741-61.5% | $80,959-27.0% |
| Participation rate | 31.7% | 69.0%-37.3pp | 77.1%-45.4pp | 67.7%-36.0pp |
| Annual return | 11.87% | 19.97%-8.1pp | 15.71%-3.8pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,516 | $3,504-56.7% | $5,042-69.9% | $2,757-45.0% |
| Participant deferral / active EE | $2,415 | $5,172-53.3% | $6,757-64.3% | $4,300-43.8% |
| Admin fee / account holder | $1,222 | $8,881-86.2% | $12,749-90.4% | $6,925-82.4% |