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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 | $64,014 | $124,980-48.8% | $108,359-40.9% | $154,746-58.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 11.82% | 45.00%-33.2pp | 36.89%-25.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,032 | $2,851-63.8% | $2,399-57.0% | $4,379-76.4% |
| Participant deferral / active EE | $1,839 | $4,743-61.2% | $4,137-55.6% | $6,730-72.7% |
| Admin fee / account holder | $846 | $11,502-92.6% | $9,741-91.3% | $14,365-94.1% |