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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 | $54,196 | $81,358-33.4% | $155,556-65.2% | $80,959-33.1% |
| Participation rate | 35.9% | 66.3%-30.4pp | 78.2%-42.3pp | 67.7%-31.8pp |
| Annual return | 17.67% | 33.39%-15.7pp | 64.84%-47.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,268 | $3,106-59.2% | $4,675-72.9% | $2,757-54.0% |
| Participant deferral / active EE | $3,600 | $3,455+4.2% | $5,631-36.1% | $4,300-16.3% |
| Admin fee / account holder | $3,850 | $7,994-51.8% | $15,885-75.8% | $6,925-44.4% |