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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 | $59,389 | $87,106-31.8% | $105,607-43.8% | $80,935-26.6% |
| Participation rate | 47.2% | 70.4%-23.2pp | 75.3%-28.1pp | 67.7%-20.4pp |
| Annual return | 10.70% | 17.01%-6.3pp | 116.11%-105.4pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,690 | $2,396-29.5% | $3,167-46.6% | $2,757-38.7% |
| Participant deferral / active EE | $3,428 | $3,986-14.0% | $5,011-31.6% | $4,299-20.3% |
| Admin fee / account holder | $7,162 | $8,447-15.2% | $10,958-34.6% | $6,924+3.4% |