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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 | $64,738 | $126,661-48.9% | $113,397-42.9% | $138,895-53.4% |
| Participation rate | 41.2% | 79.4%-38.3pp | 76.5%-35.3pp | 79.9%-38.7pp |
| Annual return | 19.62% | 25.05%-5.4pp | 23.20%-3.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,120 | $3,456-67.6% | $2,977-62.4% | $4,194-73.3% |
| Participant deferral / active EE | $2,725 | $5,693-52.1% | $5,076-46.3% | $6,396-57.4% |
| Admin fee / account holder | $7,063 | $14,549-51.5% | $11,957-40.9% | $12,562-43.8% |