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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 | $60,362 | $124,425-51.5% | $112,040-46.1% | $137,256-56.0% |
| Participation rate | 52.4% | 79.3%-26.9pp | 76.5%-24.1pp | 80.0%-27.6pp |
| Annual return | 12.52% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,399 | $3,411-59.0% | $2,954-52.6% | $4,156-66.3% |
| Participant deferral / active EE | $4,594 | $5,718-19.7% | $5,098-9.9% | $6,407-28.3% |
| Admin fee / account holder | $22,232 | $15,207+46.2% | $12,098+83.8% | $12,270+81.2% |