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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 | $124,425-47.7% | $112,040-41.9% | $137,256-52.6% |
| Participation rate | 58.8% | 79.3%-20.5pp | 76.5%-17.7pp | 80.0%-21.1pp |
| Annual return | 15.63% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,404 | $3,411-58.8% | $2,954-52.5% | $4,156-66.2% |
| Participant deferral / active EE | $3,792 | $5,718-33.7% | $5,098-25.6% | $6,407-40.8% |
| Admin fee / account holder | $4,401 | $15,207-71.1% | $12,098-63.6% | $12,270-64.1% |