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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 | $64,409 | $110,137-41.5% | $161,149-60.0% | $82,637-22.1% |
| Participation rate | 46.1% | 72.4%-26.3pp | 78.8%-32.8pp | 68.1%-22.0pp |
| Annual return | 14.65% | 20.69%-6.0pp | 21.16%-6.5pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,320 | $2,856-53.8% | $4,360-69.7% | $2,552-48.3% |
| Participant deferral / active EE | $3,098 | $4,575-32.3% | $6,153-49.6% | $4,126-24.9% |
| Admin fee / account holder | $2,215 | $9,467-76.6% | $15,194-85.4% | $7,339-69.8% |