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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 | $60,693 | $153,311-60.4% | $109,313-44.5% | $273,972-77.8% |
| Participation rate | 52.2% | 80.1%-27.9pp | 71.3%-19.1pp | 83.0%-30.8pp |
| Annual return | 2.16% | 29.86%-27.7pp | 22.07%-19.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,306 | $5,619-76.8% | $3,892-66.4% | $4,869-73.2% |
| Participant deferral / active EE | $4,202 | $3,932+6.9% | $3,166+32.7% | $5,287-20.5% |
| Admin fee / account holder | $1,796 | $8,076-77.8% | $5,666-68.3% | $10,133-82.3% |