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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 | $63,295 | $95,453-33.7% | $112,040-43.5% | $82,448-23.2% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 25.99% | 23.92%+2.1pp | 24.52%+1.5pp | 41.64%-15.7pp |
| Employer contribution / active EE | $1,169 | $2,318-49.6% | $2,954-60.4% | $2,551-54.2% |
| Participant deferral / active EE | $3,687 | $4,224-12.7% | $5,098-27.7% | $4,139-10.9% |
| Admin fee / account holder | $3,016 | $9,013-66.5% | $12,098-75.1% | $7,234-58.3% |