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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 | $53,710 | $81,358-34.0% | $155,556-65.5% | $80,959-33.7% |
| Participation rate | 45.0% | 66.3%-21.3pp | 78.2%-33.2pp | 67.7%-22.7pp |
| Annual return | 11.51% | 33.39%-21.9pp | 64.84%-53.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,120 | $3,106-63.9% | $4,675-76.0% | $2,757-59.4% |
| Participant deferral / active EE | $3,396 | $3,455-1.7% | $5,631-39.7% | $4,300-21.0% |
| Admin fee / account holder | $1,434 | $7,994-82.1% | $15,885-91.0% | $6,925-79.3% |