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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 | $60,447 | $81,358-25.7% | $155,556-61.1% | $80,959-25.3% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 15.62% | 33.39%-17.8pp | 64.84%-49.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $1,185 | $3,106-61.9% | $4,675-74.7% | $2,757-57.0% |
| Participant deferral / active EE | $2,359 | $3,455-31.7% | $5,631-58.1% | $4,300-45.1% |
| Admin fee / account holder | $2,039 | $7,994-74.5% | $15,885-87.2% | $6,925-70.6% |