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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 | $60,167 | $103,949-42.1% | $69,182-13.0% | $273,972-78.0% |
| Participation rate | 53.8% | 67.4%-13.5pp | 55.1%-1.3pp | 83.0%-29.2pp |
| Annual return | 6.21% | 35.28%-29.1pp | -21.93%+28.1pp | 41.46%-35.2pp |
| Employer contribution / active EE | $547 | $1,783-69.3% | $1,206-54.7% | $4,869-88.8% |
| Participant deferral / active EE | $3,429 | $2,716+26.2% | $1,897+80.8% | $5,287-35.1% |
| Admin fee / account holder | $1,950 | $3,671-46.9% | $2,697-27.7% | $10,133-80.8% |