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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 | $59,818 | $67,602-11.5% | $82,312-27.3% | $70,126-14.7% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 20.70% | 21.57%-0.9pp | 25.88%-5.2pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,413 | $1,755-19.5% | $2,428-41.8% | $2,343-39.7% |
| Participant deferral / active EE | $3,295 | $2,987+10.3% | $3,706-11.1% | $3,332-1.1% |
| Admin fee / account holder | $1,886 | $4,512-58.2% | $5,608-66.4% | $4,645-59.4% |