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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 | $84,280 | $153,311-45.0% | $109,313-22.9% | $273,972-69.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 2.12% | 29.86%-27.7pp | 22.07%-19.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,251 | $5,619-77.7% | $3,892-67.9% | $4,869-74.3% |
| Participant deferral / active EE | $2,662 | $3,932-32.3% | $3,166-15.9% | $5,287-49.6% |
| Admin fee / account holder | $522 | $8,076-93.5% | $5,666-90.8% | $10,133-94.8% |