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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 | $60,656 | $112,729-46.2% | $98,716-38.6% | $137,256-55.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 16.12% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $938 | $2,725-65.6% | $2,279-58.8% | $4,156-77.4% |
| Participant deferral / active EE | $4,277 | $4,640-7.8% | $4,048+5.7% | $6,407-33.2% |
| Admin fee / account holder | $3,194 | $10,129-68.5% | $8,703-63.3% | $12,270-74.0% |