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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 | $94,439-30.8% | $73,658-11.3% | $154,746-57.8% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | 17.74% | 28.25%-10.5pp | 29.72%-12.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $525 | $1,257-58.3% | $1,032-49.2% | $4,379-88.0% |
| Participant deferral / active EE | $2,766 | $2,527+9.5% | $2,062+34.1% | $6,730-58.9% |
| Admin fee / account holder | $9,291 | $3,843+141.8% | $3,357+176.8% | $14,365-35.3% |