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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 | $81,476-24.8% | $102,383-40.2% | $80,925-24.3% |
| Participation rate | 53.9% | 66.8%-12.9pp | 74.5%-20.6pp | 67.7%-13.7pp |
| Annual return | 11.11% | 25.59%-14.5pp | 24.94%-13.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,539 | $3,105-50.4% | $3,870-60.2% | $2,756-44.2% |
| Participant deferral / active EE | $2,335 | $3,871-39.7% | $5,060-53.9% | $4,299-45.7% |
| Admin fee / account holder | $11,248 | $6,717+67.5% | $8,391+34.0% | $6,940+62.1% |