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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 | $36,402 | $76,371-52.3% | $93,621-61.1% | $72,976-50.1% |
| Participation rate | 60.0% | 71.8%-11.8pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | 21.14% | 25.82%-4.7pp | 32.76%-11.6pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,714 | $2,276-24.7% | $2,719-37.0% | $2,440-29.8% |
| Participant deferral / active EE | $4,065 | $3,538+14.9% | $4,070-0.1% | $3,608+12.7% |
| Admin fee / account holder | $1,371 | $6,839-80.0% | $7,890-82.6% | $5,124-73.3% |