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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 | $60,124 | $71,215-15.6% | $93,696-35.8% | $80,935-25.7% |
| Participation rate | 35.1% | 60.4%-25.3pp | 68.7%-33.6pp | 67.7%-32.5pp |
| Annual return | 12.43% | 11.27%+1.2pp | 133.74%-121.3pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,072 | $1,565-31.5% | $2,422-55.7% | $2,757-61.1% |
| Participant deferral / active EE | $2,186 | $4,037-45.8% | $4,417-50.5% | $4,299-49.1% |
| Admin fee / account holder | $3,564 | $6,958-48.8% | $8,287-57.0% | $6,924-48.5% |