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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 | $61,424 | $83,898-26.8% | $133,346-53.9% | $94,015-34.7% |
| Participation rate | 52.4% | 63.4%-10.9pp | 72.8%-20.4pp | 70.8%-18.4pp |
| Annual return | 14.00% | 16.00%-2.0pp | 36.85%-22.9pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,066 | $1,821-41.5% | $2,853-62.7% | $2,790-61.8% |
| Participant deferral / active EE | $3,220 | $3,245-0.8% | $4,332-25.7% | $4,249-24.2% |
| Admin fee / account holder | $1,141 | $7,809-85.4% | $14,264-92.0% | $8,951-87.3% |