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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 | $65,049 | $80,855-19.5% | $153,416-57.6% | $86,983-25.2% |
| Participation rate | 41.7% | 64.1%-22.5pp | 74.3%-32.7pp | 69.5%-27.9pp |
| Annual return | 14.53% | 16.18%-1.7pp | 17.84%-3.3pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,061 | $2,308-54.0% | $3,764-71.8% | $2,584-59.0% |
| Participant deferral / active EE | $1,970 | $3,333-40.9% | $4,723-58.3% | $4,194-53.0% |
| Admin fee / account holder | $1,434 | $6,908-79.2% | $13,095-89.0% | $7,856-81.7% |