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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 | $60,945 | $84,236-27.6% | $170,435-64.2% | $70,126-13.1% |
| Participation rate | 42.4% | 70.8%-28.5pp | 83.6%-41.2pp | 69.5%-27.2pp |
| Annual return | 13.51% | 23.06%-9.6pp | 205.94%-192.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,160 | $3,387-65.8% | $5,432-78.7% | $2,343-50.5% |
| Participant deferral / active EE | $2,662 | $3,086-13.7% | $4,939-46.1% | $3,332-20.1% |
| Admin fee / account holder | $3,756 | $5,698-34.1% | $13,881-72.9% | $4,645-19.1% |