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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 | $60,678 | $87,106-30.3% | $105,607-42.5% | $80,935-25.0% |
| Participation rate | 36.7% | 70.4%-33.7pp | 75.3%-38.5pp | 67.7%-30.9pp |
| Annual return | 13.00% | 17.01%-4.0pp | 116.11%-103.1pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,219 | $2,396-49.1% | $3,167-61.5% | $2,757-55.8% |
| Participant deferral / active EE | $1,908 | $3,986-52.1% | $5,011-61.9% | $4,299-55.6% |
| Admin fee / account holder | $4,612 | $8,447-45.4% | $10,958-57.9% | $6,924-33.4% |