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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 | $64,513 | $112,729-42.8% | $98,716-34.6% | $137,256-53.0% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 18.15% | 38.48%-20.3pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,219 | $2,725-55.3% | $2,279-46.5% | $4,156-70.7% |
| Participant deferral / active EE | $2,709 | $4,640-41.6% | $4,048-33.1% | $6,407-57.7% |
| Admin fee / account holder | $508 | $10,129-95.0% | $8,703-94.2% | $12,270-95.9% |