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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 | $58,329 | $87,166-33.1% | $76,735-24.0% | $137,256-57.5% |
| Participation rate | 36.8% | 74.4%-37.5pp | 69.5%-32.7pp | 80.0%-43.1pp |
| Annual return | 12.80% | 26.50%-13.7pp | 29.77%-17.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,671 | $2,904-42.5% | $2,454-31.9% | $4,156-59.8% |
| Participant deferral / active EE | $2,426 | $4,726-48.7% | $4,088-40.7% | $6,407-62.1% |
| Admin fee / account holder | $1,350 | $8,403-83.9% | $7,189-81.2% | $12,270-89.0% |