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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 | $63,484 | $106,749-40.5% | $145,433-56.3% | $82,448-23.0% |
| Participation rate | 44.1% | 75.6%-31.5pp | 82.1%-38.0pp | 68.1%-24.0pp |
| Annual return | 18.82% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,612 | $3,444-53.2% | $4,554-64.6% | $2,551-36.8% |
| Participant deferral / active EE | $3,449 | $6,519-47.1% | $7,897-56.3% | $4,139-16.7% |
| Admin fee / account holder | $2,893 | $8,390-65.5% | $13,129-78.0% | $7,234-60.0% |