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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 | $60,212 | $91,760-34.4% | $156,181-61.4% | $67,986-11.4% |
| Participation rate | 36.6% | 65.0%-28.4pp | 78.8%-42.2pp | 57.2%-20.6pp |
| Annual return | 18.29% | 18.14%+0.2pp | 64.87%-46.6pp | 31.67%-13.4pp |
| Employer contribution / active EE | $1,174 | $2,419-51.5% | $4,294-72.7% | $2,019-41.8% |
| Participant deferral / active EE | $2,301 | $3,960-41.9% | $6,132-62.5% | $3,358-31.5% |
| Admin fee / account holder | $4,896 | $3,949+24.0% | $14,586-66.4% | $3,203+52.8% |