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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 | $58,830 | $56,110+4.8% | $94,993-38.1% | $70,126-16.1% |
| Participation rate | 26.9% | 65.0%-38.1pp | 73.9%-47.0pp | 69.5%-42.6pp |
| Annual return | 16.24% | 51.02%-34.8pp | 27.14%-10.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $934 | $1,442-35.2% | $2,603-64.1% | $2,343-60.1% |
| Participant deferral / active EE | $1,821 | $2,391-23.8% | $3,317-45.1% | $3,332-45.3% |
| Admin fee / account holder | $518 | $3,456-85.0% | $4,960-89.5% | $4,645-88.8% |