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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 | $66,332 | $94,439-29.8% | $73,658-9.9% | $154,746-57.1% |
| Participation rate | 42.9% | 64.7%-21.8pp | 57.0%-14.2pp | 80.7%-37.8pp |
| Annual return | 13.89% | 28.25%-14.4pp | 29.72%-15.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $585 | $1,257-53.5% | $1,032-43.3% | $4,379-86.6% |
| Participant deferral / active EE | $3,093 | $2,527+22.4% | $2,062+50.0% | $6,730-54.0% |
| Admin fee / account holder | $1,478 | $3,843-61.6% | $3,357-56.0% | $14,365-89.7% |