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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 | $62,565 | $101,798-38.5% | $165,071-62.1% | $80,935-22.7% |
| Participation rate | 18.8% | 71.8%-53.1pp | 78.6%-59.9pp | 67.7%-48.9pp |
| Annual return | 15.12% | 16.73%-1.6pp | 70.17%-55.1pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,160 | $2,954-60.8% | $4,347-73.3% | $2,757-57.9% |
| Participant deferral / active EE | $2,515 | $4,476-43.8% | $6,035-58.3% | $4,299-41.5% |
| Admin fee / account holder | $2,806 | $8,221-65.9% | $12,695-77.9% | $6,924-59.5% |