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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 | $64,334 | $94,031-31.6% | $115,768-44.4% | $82,448-22.0% |
| Participation rate | 21.1% | 70.4%-49.4pp | 74.4%-53.3pp | 68.1%-47.0pp |
| Annual return | 14.52% | 20.61%-6.1pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,022 | $2,323-56.0% | $2,940-65.2% | $2,551-59.9% |
| Participant deferral / active EE | $2,400 | $3,972-39.6% | $4,917-51.2% | $4,139-42.0% |
| Admin fee / account holder | $6,005 | $10,249-41.4% | $12,439-51.7% | $7,234-17.0% |