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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 | $62,671 | $77,908-19.6% | $149,696-58.1% | $75,173-16.6% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | 15.24% | 31.73%-16.5pp | 134.46%-119.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,361 | $3,138-56.6% | $4,821-71.8% | $2,671-49.0% |
| Participant deferral / active EE | $1,568 | $3,411-54.0% | $5,682-72.4% | $4,126-62.0% |
| Admin fee / account holder | $3,159 | $5,950-46.9% | $13,212-76.1% | $5,651-44.1% |