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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 | $61,263 | $81,504-24.8% | $102,437-40.2% | $80,959-24.3% |
| Participation rate | 53.9% | 66.9%-12.9pp | 74.5%-20.6pp | 67.7%-13.7pp |
| Annual return | 11.11% | 25.60%-14.5pp | 24.95%-13.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,539 | $3,104-50.4% | $3,871-60.2% | $2,757-44.2% |
| Participant deferral / active EE | $2,335 | $3,871-39.7% | $5,060-53.9% | $4,300-45.7% |
| Admin fee / account holder | $11,248 | $6,719+67.4% | $8,388+34.1% | $6,925+62.4% |