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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 | $106,864-43.7% | $147,318-59.2% | $82,637-27.2% |
| Participation rate | 38.0% | 75.5%-37.5pp | 82.1%-44.1pp | 68.1%-30.1pp |
| Annual return | 17.25% | 27.49%-10.2pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,798 | $3,417-47.4% | $4,593-60.9% | $2,552-29.6% |
| Participant deferral / active EE | $2,575 | $6,496-60.4% | $7,906-67.4% | $4,126-37.6% |
| Admin fee / account holder | $1,080 | $8,415-87.2% | $13,708-92.1% | $7,339-85.3% |