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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 | $58,290 | $58,848-0.9% | $88,179-33.9% | $82,637-29.5% |
| Participation rate | 27.8% | 57.9%-30.1pp | 69.1%-41.4pp | 68.1%-40.3pp |
| Annual return | 19.39% | 22.76%-3.4pp | 64.97%-45.6pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,000 | $1,678-40.4% | $2,549-60.8% | $2,552-60.8% |
| Participant deferral / active EE | $3,120 | $3,124-0.1% | $4,614-32.4% | $4,126-24.4% |
| Admin fee / account holder | $704 | $4,795-85.3% | $7,673-90.8% | $7,339-90.4% |