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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 | $61,719 | $78,428-21.3% | $95,960-35.7% | $79,852-22.7% |
| Participation rate | 58.2% | 73.5%-15.3pp | 77.1%-18.8pp | 69.6%-11.4pp |
| Annual return | 11.62% | 19.37%-7.8pp | 91.63%-80.0pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,112 | $1,945-42.8% | $2,541-56.2% | $2,471-55.0% |
| Participant deferral / active EE | $2,313 | $3,440-32.8% | $4,167-44.5% | $3,740-38.2% |
| Admin fee / account holder | $2,411 | $5,622-57.1% | $6,797-64.5% | $5,306-54.6% |