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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 | $81,276-29.8% | $155,574-63.3% | $80,925-29.5% |
| Participation rate | 31.6% | 66.2%-34.7pp | 78.2%-46.6pp | 67.7%-36.1pp |
| Annual return | 12.93% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,283 | $3,103-58.7% | $4,676-72.6% | $2,756-53.5% |
| Participant deferral / active EE | $1,726 | $3,453-50.0% | $5,629-69.3% | $4,299-59.9% |
| Admin fee / account holder | $7,356 | $7,993-8.0% | $15,914-53.8% | $6,940+6.0% |