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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 | $55,652 | $71,215-21.9% | $93,696-40.6% | $80,935-31.2% |
| Participation rate | 38.5% | 60.4%-21.9pp | 68.7%-30.2pp | 67.7%-29.1pp |
| Annual return | 11.02% | 11.27%-0.2pp | 133.74%-122.7pp | 35.66%-24.6pp |
| Employer contribution / active EE | $935 | $1,565-40.3% | $2,422-61.4% | $2,757-66.1% |
| Participant deferral / active EE | $2,418 | $4,037-40.1% | $4,417-45.3% | $4,299-43.8% |
| Admin fee / account holder | $7,809 | $6,958+12.2% | $8,287-5.8% | $6,924+12.8% |