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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 | $62,402 | $81,233-23.2% | $155,567-59.9% | $80,874-22.8% |
| Participation rate | 36.7% | 66.2%-29.5pp | 78.2%-41.5pp | 67.6%-30.9pp |
| Annual return | 12.10% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,291 | $3,101-58.4% | $4,674-72.4% | $2,756-53.1% |
| Participant deferral / active EE | $2,781 | $3,452-19.4% | $5,628-50.6% | $4,297-35.3% |
| Admin fee / account holder | $3,723 | $7,998-53.4% | $15,916-76.6% | $6,935-46.3% |