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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 | $54,818 | $104,650-47.6% | $83,854-34.6% | $155,188-64.7% |
| Participation rate | 33.3% | 65.1%-31.7pp | 59.1%-25.8pp | 80.8%-47.5pp |
| Annual return | 29.05% | 28.97%+0.1pp | 31.39%-2.3pp | 148.84%-119.8pp |
| Employer contribution / active EE | $1,161 | $1,196-2.9% | $1,017+14.2% | $4,248-72.7% |
| Participant deferral / active EE | $7,833 | $2,367+230.9% | $2,035+284.9% | $6,531+19.9% |
| Admin fee / account holder | $997 | $3,518-71.7% | $3,197-68.8% | $14,480-93.1% |