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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 | $61,036 | $71,057-14.1% | $93,654-34.8% | $80,874-24.5% |
| Participation rate | 30.7% | 60.4%-29.7pp | 68.7%-38.1pp | 67.6%-37.0pp |
| Annual return | 16.29% | 11.26%+5.0pp | 133.34%-117.1pp | 35.62%-19.3pp |
| Employer contribution / active EE | $1,021 | $1,564-34.7% | $2,421-57.8% | $2,756-62.9% |
| Participant deferral / active EE | $1,526 | $4,034-62.2% | $4,413-65.4% | $4,297-64.5% |
| Admin fee / account holder | $3,580 | $6,944-48.4% | $8,282-56.8% | $6,935-48.4% |