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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 | $60,830 | $106,588-42.9% | $94,215-35.4% | $155,188-60.8% |
| Participation rate | 57.1% | 74.3%-17.1pp | 70.0%-12.8pp | 80.8%-23.7pp |
| Annual return | 14.33% | 29.39%-15.1pp | 28.22%-13.9pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,133 | $3,080-63.2% | $2,675-57.6% | $4,248-73.3% |
| Participant deferral / active EE | $2,625 | $4,802-45.3% | $4,276-38.6% | $6,531-59.8% |
| Admin fee / account holder | $2,847 | $12,281-76.8% | $10,216-72.1% | $14,480-80.3% |