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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 | $58,840 | $95,453-38.4% | $112,040-47.5% | $82,448-28.6% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.5%-22.2pp | 68.1%-13.8pp |
| Annual return | 14.26% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,391 | $2,318-40.0% | $2,954-52.9% | $2,551-45.5% |
| Participant deferral / active EE | $2,129 | $4,224-49.6% | $5,098-58.2% | $4,139-48.6% |
| Admin fee / account holder | $1,036 | $9,013-88.5% | $12,098-91.4% | $7,234-85.7% |