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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 | $61,472 | $95,404-35.6% | $113,397-45.8% | $82,637-25.6% |
| Participation rate | 53.1% | 72.8%-19.8pp | 76.5%-23.4pp | 68.1%-15.0pp |
| Annual return | 18.45% | 19.08%-0.6pp | 23.20%-4.7pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,000 | $2,307-56.6% | $2,977-66.4% | $2,552-60.8% |
| Participant deferral / active EE | $3,294 | $4,220-21.9% | $5,076-35.1% | $4,126-20.2% |
| Admin fee / account holder | $2,105 | $9,168-77.0% | $11,957-82.4% | $7,339-71.3% |