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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 | $60,311 | $62,177-3.0% | $81,370-25.9% | $74,478-19.0% |
| Participation rate | 29.1% | 64.1%-35.0pp | 69.5%-40.5pp | 67.2%-38.1pp |
| Annual return | 21.03% | 16.62%+4.4pp | 24.85%-3.8pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $939 | $1,881-50.1% | $2,464-61.9% | $2,626-64.2% |
| Participant deferral / active EE | $2,646 | $3,219-17.8% | $3,885-31.9% | $4,350-39.2% |
| Admin fee / account holder | $1,789 | $1,927-7.2% | $5,749-68.9% | $1,946-8.1% |