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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 | $63,034 | $106,864-41.0% | $147,318-57.2% | $82,637-23.7% |
| Participation rate | 51.9% | 75.5%-23.6pp | 82.1%-30.2pp | 68.1%-16.2pp |
| Annual return | 14.26% | 27.49%-13.2pp | 70.43%-56.2pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,652 | $3,417-51.6% | $4,593-64.0% | $2,552-35.3% |
| Participant deferral / active EE | $2,679 | $6,496-58.8% | $7,906-66.1% | $4,126-35.1% |
| Admin fee / account holder | $1,971 | $8,415-76.6% | $13,708-85.6% | $7,339-73.1% |