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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 | $59,209 | $80,731-26.7% | $103,374-42.7% | $74,546-20.6% |
| Participation rate | 26.7% | 65.7%-38.9pp | 74.5%-47.8pp | 67.2%-40.5pp |
| Annual return | 16.99% | 27.56%-10.6pp | 24.89%-7.9pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $971 | $3,158-69.3% | $3,869-74.9% | $2,624-63.0% |
| Participant deferral / active EE | $1,670 | $3,860-56.7% | $5,058-67.0% | $4,347-61.6% |
| Admin fee / account holder | $715 | $2,369-69.8% | $8,394-91.5% | $1,944-63.2% |