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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 | $60,961 | $76,407-20.2% | $150,298-59.4% | $82,448-26.1% |
| Participation rate | 32.5% | 66.4%-33.9pp | 77.8%-45.3pp | 68.1%-35.6pp |
| Annual return | 21.47% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,495 | $2,614-42.8% | $4,154-64.0% | $2,551-41.4% |
| Participant deferral / active EE | $3,393 | $3,214+5.6% | $5,453-37.8% | $4,139-18.0% |
| Admin fee / account holder | $1,268 | $6,352-80.0% | $14,116-91.0% | $7,234-82.5% |