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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 | $65,345 | $94,439-30.8% | $73,658-11.3% | $154,746-57.8% |
| Participation rate | 39.1% | 64.7%-25.5pp | 57.0%-17.9pp | 80.7%-41.6pp |
| Annual return | 17.23% | 28.25%-11.0pp | 29.72%-12.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $635 | $1,257-49.5% | $1,032-38.5% | $4,379-85.5% |
| Participant deferral / active EE | $1,031 | $2,527-59.2% | $2,062-50.0% | $6,730-84.7% |
| Admin fee / account holder | $596 | $3,843-84.5% | $3,357-82.3% | $14,365-95.9% |