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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 | $54,606 | $99,345-45.0% | $84,753-35.6% | $273,972-80.1% |
| Participation rate | 20.8% | 80.7%-59.9pp | 76.6%-55.8pp | 83.0%-62.2pp |
| Annual return | 3.12% | 22.93%-19.8pp | 22.78%-19.7pp | 41.46%-38.3pp |
| Employer contribution / active EE | $830 | $4,214-80.3% | $3,574-76.8% | $4,869-83.0% |
| Participant deferral / active EE | $2,004 | $4,270-53.1% | $3,712-46.0% | $5,287-62.1% |
| Admin fee / account holder | $5,085 | $6,645-23.5% | $5,333-4.6% | $10,133-49.8% |