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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 | $64,850 | $94,439-31.3% | $73,658-12.0% | $154,746-58.1% |
| Participation rate | 42.9% | 64.7%-21.8pp | 57.0%-14.2pp | 80.7%-37.8pp |
| Annual return | 16.81% | 28.25%-11.4pp | 29.72%-12.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,293 | $1,257+2.8% | $1,032+25.3% | $4,379-70.5% |
| Participant deferral / active EE | $3,758 | $2,527+48.7% | $2,062+82.3% | $6,730-44.2% |
| Admin fee / account holder | $1,125 | $3,843-70.7% | $3,357-66.5% | $14,365-92.2% |