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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 | $58,212 | $83,485-30.3% | $125,180-53.5% | $72,983-20.2% |
| Participation rate | 56.4% | 73.3%-16.9pp | 79.8%-23.4pp | 69.5%-13.1pp |
| Annual return | 17.54% | 25.78%-8.2pp | 43.79%-26.3pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,347 | $2,346-42.6% | $3,866-65.2% | $2,440-44.8% |
| Participant deferral / active EE | $2,057 | $3,586-42.6% | $4,937-58.3% | $3,608-43.0% |
| Admin fee / account holder | $6,502 | $5,518+17.8% | $9,703-33.0% | $5,124+26.9% |