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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 | $56,174 | $81,476-31.1% | $102,383-45.1% | $80,925-30.6% |
| Participation rate | 23.3% | 66.8%-43.6pp | 74.5%-51.3pp | 67.7%-44.4pp |
| Annual return | 12.72% | 25.59%-12.9pp | 24.94%-12.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,231 | $3,105-60.4% | $3,870-68.2% | $2,756-55.4% |
| Participant deferral / active EE | $1,717 | $3,871-55.6% | $5,060-66.1% | $4,299-60.0% |
| Admin fee / account holder | $8,110 | $6,717+20.7% | $8,391-3.4% | $6,940+16.9% |