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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 | $63,759 | $95,904-33.5% | $173,730-63.3% | $64,340-0.9% |
| Participation rate | 45.1% | 60.6%-15.5pp | 79.6%-34.5pp | 55.2%-10.1pp |
| Annual return | 12.61% | 17.47%-4.9pp | 19.96%-7.3pp | 24.14%-11.5pp |
| Employer contribution / active EE | $1,080 | $2,323-53.5% | $4,577-76.4% | $1,862-42.0% |
| Participant deferral / active EE | $1,662 | $3,488-52.3% | $6,326-73.7% | $2,980-44.2% |
| Admin fee / account holder | $8,533 | $5,089+67.7% | $17,523-51.3% | $3,703+130.5% |