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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 | $59,842 | $101,795-41.2% | $165,100-63.8% | $80,959-26.1% |
| Participation rate | 34.7% | 71.8%-37.1pp | 78.6%-43.9pp | 67.7%-32.9pp |
| Annual return | 11.93% | 16.73%-4.8pp | 70.21%-58.3pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,214 | $2,954-58.9% | $4,348-72.1% | $2,757-56.0% |
| Participant deferral / active EE | $2,562 | $4,476-42.8% | $6,035-57.6% | $4,300-40.4% |
| Admin fee / account holder | $848 | $8,221-89.7% | $12,696-93.3% | $6,925-87.8% |