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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 | $57,071 | $81,358-29.9% | $155,556-63.3% | $80,959-29.5% |
| Participation rate | 31.6% | 66.3%-34.7pp | 78.2%-46.6pp | 67.7%-36.1pp |
| Annual return | 12.93% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,283 | $3,106-58.7% | $4,675-72.6% | $2,757-53.5% |
| Participant deferral / active EE | $1,726 | $3,455-50.1% | $5,631-69.4% | $4,300-59.9% |
| Admin fee / account holder | $7,356 | $7,994-8.0% | $15,885-53.7% | $6,925+6.2% |