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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 | $66,109 | $112,729-41.4% | $98,716-33.0% | $137,256-51.8% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.3%-25.8pp | 80.0%-36.5pp |
| Annual return | 20.78% | 38.48%-17.7pp | 31.81%-11.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,775 | $2,725-34.9% | $2,279-22.1% | $4,156-57.3% |
| Participant deferral / active EE | $4,628 | $4,640-0.3% | $4,048+14.3% | $6,407-27.8% |
| Admin fee / account holder | $1,050 | $10,129-89.6% | $8,703-87.9% | $12,270-91.4% |