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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 | $60,284 | $87,106-30.8% | $105,607-42.9% | $80,935-25.5% |
| Participation rate | 38.9% | 70.4%-31.6pp | 75.3%-36.4pp | 67.7%-28.8pp |
| Annual return | 11.63% | 17.01%-5.4pp | 116.11%-104.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,349 | $2,396-43.7% | $3,167-57.4% | $2,757-51.1% |
| Participant deferral / active EE | $2,343 | $3,986-41.2% | $5,011-53.2% | $4,299-45.5% |
| Admin fee / account holder | $13,325 | $8,447+57.7% | $10,958+21.6% | $6,924+92.4% |