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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 | $59,032 | $106,974-44.8% | $90,796-35.0% | $138,895-57.5% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.5%-12.3pp | 79.9%-22.8pp |
| Annual return | 10.94% | 20.10%-9.2pp | 19.29%-8.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,047 | $2,609-59.9% | $2,294-54.4% | $4,194-75.0% |
| Participant deferral / active EE | $3,376 | $4,455-24.2% | $3,822-11.7% | $6,396-47.2% |
| Admin fee / account holder | $518 | $8,626-94.0% | $7,024-92.6% | $12,562-95.9% |