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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 | $56,692 | $94,031-39.7% | $115,768-51.0% | $82,448-31.2% |
| Participation rate | 19.4% | 70.4%-51.1pp | 74.4%-55.0pp | 68.1%-48.7pp |
| Annual return | 21.33% | 20.61%+0.7pp | 100.46%-79.1pp | 41.64%-20.3pp |
| Employer contribution / active EE | $732 | $2,323-68.5% | $2,940-75.1% | $2,551-71.3% |
| Participant deferral / active EE | $2,385 | $3,972-40.0% | $4,917-51.5% | $4,139-42.4% |
| Admin fee / account holder | $414 | $10,249-96.0% | $12,439-96.7% | $7,234-94.3% |