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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 | $64,194 | $106,524-39.7% | $152,301-57.9% | $87,485-26.6% |
| Participation rate | 46.0% | 75.8%-29.7pp | 82.4%-36.4pp | 68.9%-22.9pp |
| Annual return | 14.66% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,416 | $3,371-58.0% | $4,624-69.4% | $2,596-45.5% |
| Participant deferral / active EE | $2,983 | $6,525-54.3% | $8,004-62.7% | $4,274-30.2% |
| Admin fee / account holder | $7,050 | $8,287-14.9% | $14,398-51.0% | $7,775-9.3% |