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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 | $62,356 | $110,137-43.4% | $161,149-61.3% | $82,637-24.5% |
| Participation rate | 35.3% | 72.4%-37.1pp | 78.8%-43.5pp | 68.1%-32.8pp |
| Annual return | 17.72% | 20.69%-3.0pp | 21.16%-3.4pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,700 | $2,856-40.5% | $4,360-61.0% | $2,552-33.4% |
| Participant deferral / active EE | $3,634 | $4,575-20.6% | $6,153-40.9% | $4,126-11.9% |
| Admin fee / account holder | $4,593 | $9,467-51.5% | $15,194-69.8% | $7,339-37.4% |