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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 | $75,541-20.7% | $152,093-60.6% | $82,637-27.5% |
| Participation rate | 43.2% | 66.5%-23.4pp | 77.8%-34.6pp | 68.1%-24.9pp |
| Annual return | 17.43% | 32.56%-15.1pp | 66.36%-48.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,085 | $2,622-58.6% | $4,175-74.0% | $2,552-57.5% |
| Participant deferral / active EE | $2,928 | $3,206-8.7% | $5,451-46.3% | $4,126-29.0% |
| Admin fee / account holder | $2,185 | $6,405-65.9% | $14,497-84.9% | $7,339-70.2% |