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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 | $65,105 | $126,661-48.6% | $113,397-42.6% | $138,895-53.1% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.5%-17.7pp | 79.9%-21.1pp |
| Annual return | 15.63% | 25.05%-9.4pp | 23.20%-7.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,404 | $3,456-59.4% | $2,977-52.8% | $4,194-66.5% |
| Participant deferral / active EE | $3,792 | $5,693-33.4% | $5,076-25.3% | $6,396-40.7% |
| Admin fee / account holder | $4,401 | $14,549-69.7% | $11,957-63.2% | $12,562-65.0% |