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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 | $70,690 | $108,825-35.0% | $156,181-54.7% | $82,448-14.3% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 20.93% | 20.59%+0.3pp | 64.87%-43.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $995 | $2,870-65.3% | $4,294-76.8% | $2,551-61.0% |
| Participant deferral / active EE | $3,806 | $4,577-16.8% | $6,132-37.9% | $4,139-8.0% |
| Admin fee / account holder | $876 | $9,341-90.6% | $14,586-94.0% | $7,234-87.9% |