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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 | $61,123 | $73,955-17.4% | $96,520-36.7% | $75,181-18.7% |
| Participation rate | 36.7% | 66.4%-29.8pp | 74.3%-37.7pp | 67.2%-30.5pp |
| Annual return | 19.04% | 26.72%-7.7pp | 35.72%-16.7pp | 160.69%-141.6pp |
| Employer contribution / active EE | $1,700 | $2,930-42.0% | $3,739-54.5% | $2,671-36.3% |
| Participant deferral / active EE | $2,924 | $3,659-20.1% | $4,879-40.1% | $4,126-29.1% |
| Admin fee / account holder | $3,949 | $5,217-24.3% | $6,733-41.3% | $5,650-30.1% |