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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 | $62,209 | $76,407-18.6% | $150,298-58.6% | $82,448-24.5% |
| Participation rate | 28.6% | 66.4%-37.8pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 21.58% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $924 | $2,614-64.6% | $4,154-77.7% | $2,551-63.8% |
| Participant deferral / active EE | $4,797 | $3,214+49.2% | $5,453-12.0% | $4,139+15.9% |
| Admin fee / account holder | $642 | $6,352-89.9% | $14,116-95.4% | $7,234-91.1% |