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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 | $60,130 | $106,749-43.7% | $145,433-58.7% | $82,448-27.1% |
| Participation rate | 38.0% | 75.6%-37.6pp | 82.1%-44.1pp | 68.1%-30.1pp |
| Annual return | 17.25% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,798 | $3,444-47.8% | $4,554-60.5% | $2,551-29.5% |
| Participant deferral / active EE | $2,575 | $6,519-60.5% | $7,897-67.4% | $4,139-37.8% |
| Admin fee / account holder | $1,080 | $8,390-87.1% | $13,129-91.8% | $7,234-85.1% |