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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 | $64,860 | $146,267-55.7% | $197,124-67.1% | $82,448-21.3% |
| Participation rate | 51.8% | 84.0%-32.3pp | 86.7%-34.9pp | 68.1%-16.3pp |
| Annual return | 17.74% | 29.61%-11.9pp | 44.34%-26.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,566 | $4,723-66.9% | $6,227-74.9% | $2,551-38.6% |
| Participant deferral / active EE | $3,915 | $7,035-44.4% | $9,135-57.1% | $4,139-5.4% |
| Admin fee / account holder | $6,128 | $14,422-57.5% | $16,298-62.4% | $7,234-15.3% |