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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 | $69,809 | $101,778-31.4% | $164,975-57.7% | $80,925-13.7% |
| Participation rate | 42.9% | 71.8%-29.0pp | 78.6%-35.8pp | 67.7%-24.8pp |
| Annual return | 19.27% | 16.73%+2.5pp | 70.12%-50.8pp | 35.65%-16.4pp |
| Employer contribution / active EE | $1,377 | $2,954-53.4% | $4,343-68.3% | $2,756-50.0% |
| Participant deferral / active EE | $3,139 | $4,477-29.9% | $6,033-48.0% | $4,299-27.0% |
| Admin fee / account holder | $1,119 | $8,221-86.4% | $12,688-91.2% | $6,940-83.9% |