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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 | $60,065 | $77,814-22.8% | $158,223-62.0% | $86,983-30.9% |
| Participation rate | 55.9% | 68.4%-12.5pp | 79.2%-23.3pp | 69.5%-13.7pp |
| Annual return | 16.49% | 30.54%-14.1pp | 52.09%-35.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $1,272 | $2,592-50.9% | $4,109-69.1% | $2,584-50.8% |
| Participant deferral / active EE | $3,987 | $3,270+21.9% | $5,467-27.1% | $4,194-4.9% |
| Admin fee / account holder | $4,489 | $5,879-23.6% | $16,047-72.0% | $7,856-42.9% |