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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 | $60,616 | $89,532-32.3% | $103,447-41.4% | $80,925-25.1% |
| Participation rate | 44.1% | 76.0%-31.9pp | 80.5%-36.4pp | 67.7%-23.5pp |
| Annual return | 42.90% | 22.80%+20.1pp | 23.92%+19.0pp | 35.65%+7.3pp |
| Employer contribution / active EE | $1,564 | $4,023-61.1% | $4,678-66.6% | $2,756-43.3% |
| Participant deferral / active EE | $3,470 | $5,459-36.4% | $6,624-47.6% | $4,299-19.3% |
| Admin fee / account holder | $3,560 | $6,774-47.5% | $9,415-62.2% | $6,940-48.7% |