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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 | $65,314 | $174,018-62.5% | $136,833-52.3% | $198,609-67.1% |
| Participation rate | 25.0% | 65.1%-40.1pp | 59.0%-34.0pp | 82.4%-57.4pp |
| Annual return | 17.74% | 35.16%-17.4pp | 35.32%-17.6pp | 202.70%-185.0pp |
| Employer contribution / active EE | $525 | $1,571-66.6% | $1,319-60.2% | $5,055-89.6% |
| Participant deferral / active EE | $2,766 | $2,873-3.7% | $2,441+13.3% | $6,977-60.4% |
| Admin fee / account holder | $9,291 | $5,434+71.0% | $4,706+97.4% | $19,030-51.2% |