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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 | $61,295 | $79,961-23.3% | $98,462-37.7% | $75,177-18.5% |
| Participation rate | 32.3% | 70.4%-38.1pp | 75.2%-42.9pp | 67.2%-34.9pp |
| Annual return | 16.28% | 19.75%-3.5pp | 21.17%-4.9pp | 160.75%-144.5pp |
| Employer contribution / active EE | $1,209 | $2,264-46.6% | $3,049-60.3% | $2,671-54.7% |
| Participant deferral / active EE | $1,867 | $3,753-50.2% | $4,738-60.6% | $4,126-54.7% |
| Admin fee / account holder | $15,895 | $6,842+132.3% | $8,875+79.1% | $5,651+181.3% |