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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 | $63,727 | $72,273-11.8% | $101,275-37.1% | $79,856-20.2% |
| Participation rate | 25.4% | 68.5%-43.1pp | 75.8%-50.4pp | 69.6%-44.2pp |
| Annual return | 14.12% | 22.30%-8.2pp | 46.48%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,407 | $2,691-47.7% | $3,660-61.6% | $2,471-43.1% |
| Participant deferral / active EE | $1,874 | $3,282-42.9% | $4,371-57.1% | $3,741-49.9% |
| Admin fee / account holder | $5,180 | $4,401+17.7% | $5,948-12.9% | $5,306-2.4% |