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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 | $60,188 | $103,164-41.7% | $90,259-33.3% | $154,746-61.1% |
| Participation rate | 27.8% | 76.1%-48.3pp | 70.7%-43.0pp | 80.7%-52.9pp |
| Annual return | 22.12% | 19.25%+2.9pp | 18.88%+3.2pp | 172.34%-150.2pp |
| Employer contribution / active EE | $420 | $2,532-83.4% | $2,291-81.7% | $4,379-90.4% |
| Participant deferral / active EE | $3,174 | $4,422-28.2% | $3,827-17.1% | $6,730-52.8% |
| Admin fee / account holder | $513 | $8,593-94.0% | $7,267-92.9% | $14,365-96.4% |