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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 | $81,504-31.1% | $102,437-45.2% | $80,959-30.6% |
| Participation rate | 23.3% | 66.9%-43.6pp | 74.5%-51.3pp | 67.7%-44.4pp |
| Annual return | 12.72% | 25.60%-12.9pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,231 | $3,104-60.3% | $3,871-68.2% | $2,757-55.4% |
| Participant deferral / active EE | $1,717 | $3,871-55.6% | $5,060-66.1% | $4,300-60.1% |
| Admin fee / account holder | $8,110 | $6,719+20.7% | $8,388-3.3% | $6,925+17.1% |