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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 | $64,293 | $57,590+11.6% | $86,233-25.4% | $82,448-22.0% |
| Participation rate | 38.6% | 57.9%-19.3pp | 69.0%-30.4pp | 68.1%-29.5pp |
| Annual return | 19.06% | 22.41%-3.4pp | 61.39%-42.3pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,206 | $1,655-27.1% | $2,504-51.8% | $2,551-52.7% |
| Participant deferral / active EE | $3,010 | $3,080-2.3% | $4,559-34.0% | $4,139-27.3% |
| Admin fee / account holder | $2,172 | $4,730-54.1% | $8,342-74.0% | $7,234-70.0% |