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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 | $60,469 | $90,400-33.1% | $186,193-67.5% | $87,485-30.9% |
| Participation rate | 40.3% | 66.2%-25.9pp | 77.1%-36.8pp | 68.9%-28.6pp |
| Annual return | 41.21% | 22.15%+19.1pp | 78.03%-36.8pp | 26.06%+15.1pp |
| Employer contribution / active EE | $1,526 | $2,170-29.7% | $3,918-61.1% | $2,596-41.2% |
| Participant deferral / active EE | $2,773 | $4,330-36.0% | $6,513-57.4% | $4,274-35.1% |
| Admin fee / account holder | $1,370 | $8,673-84.2% | $11,058-87.6% | $7,775-82.4% |