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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 | $59,919 | $76,407-21.6% | $150,298-60.1% | $82,448-27.3% |
| Participation rate | 43.2% | 66.4%-23.2pp | 77.8%-34.6pp | 68.1%-24.9pp |
| Annual return | 17.43% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,085 | $2,614-58.5% | $4,154-73.9% | $2,551-57.5% |
| Participant deferral / active EE | $2,928 | $3,214-8.9% | $5,453-46.3% | $4,139-29.3% |
| Admin fee / account holder | $2,185 | $6,352-65.6% | $14,116-84.5% | $7,234-69.8% |