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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 | $102,245-41.1% | $89,340-32.6% | $137,256-56.1% |
| Participation rate | 27.8% | 74.9%-47.1pp | 69.6%-41.8pp | 80.0%-52.2pp |
| Annual return | 22.12% | 21.89%+0.2pp | 20.57%+1.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $420 | $2,529-83.4% | $2,231-81.2% | $4,156-89.9% |
| Participant deferral / active EE | $3,174 | $4,436-28.5% | $3,823-17.0% | $6,407-50.5% |
| Admin fee / account holder | $513 | $8,085-93.7% | $6,704-92.3% | $12,270-95.8% |