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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 | $65,813 | $114,712-42.6% | $173,730-62.1% | $87,485-24.8% |
| Participation rate | 43.8% | 73.0%-29.2pp | 79.6%-35.8pp | 68.9%-25.2pp |
| Annual return | 19.85% | 20.18%-0.3pp | 19.96%-0.1pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,202 | $2,904-58.6% | $4,577-73.7% | $2,596-53.7% |
| Participant deferral / active EE | $2,261 | $4,642-51.3% | $6,326-64.3% | $4,274-47.1% |
| Admin fee / account holder | $2,620 | $10,210-74.3% | $17,523-85.0% | $7,775-66.3% |