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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 | $59,892 | $77,814-23.0% | $158,223-62.1% | $86,983-31.1% |
| Participation rate | 26.4% | 68.4%-42.0pp | 79.2%-52.8pp | 69.5%-43.1pp |
| Annual return | 18.33% | 30.54%-12.2pp | 52.09%-33.8pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,073 | $2,592-58.6% | $4,109-73.9% | $2,584-58.5% |
| Participant deferral / active EE | $1,927 | $3,270-41.0% | $5,467-64.7% | $4,194-54.0% |
| Admin fee / account holder | $1,668 | $5,879-71.6% | $16,047-89.6% | $7,856-78.8% |