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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 | $60,940 | $81,331-25.1% | $155,534-60.8% | $80,935-24.7% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 12.11% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,544 | $3,105-50.3% | $4,675-67.0% | $2,757-44.0% |
| Participant deferral / active EE | $3,475 | $3,454+0.6% | $5,630-38.3% | $4,299-19.2% |
| Admin fee / account holder | $570 | $7,999-92.9% | $15,900-96.4% | $6,924-91.8% |