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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 | $61,557 | $139,421-55.8% | $239,577-74.3% | $116,462-47.1% |
| Participation rate | 35.6% | 75.0%-39.4pp | 82.1%-46.5pp | 74.7%-39.1pp |
| Annual return | 16.81% | 15.58%+1.2pp | -0.70%+17.5pp | 15.65%+1.2pp |
| Employer contribution / active EE | $1,171 | $4,487-73.9% | $7,232-83.8% | $3,231-63.7% |
| Participant deferral / active EE | $2,516 | $4,296-41.4% | $5,676-55.7% | $3,836-34.4% |
| Admin fee / account holder | $677 | $21,515-96.9% | $19,315-96.5% | $12,754-94.7% |