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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 | $60,617 | $87,180-30.5% | $173,703-65.1% | $94,015-35.5% |
| Participation rate | 24.4% | 65.6%-41.2pp | 75.9%-51.5pp | 70.8%-46.4pp |
| Annual return | 13.83% | 14.17%-0.3pp | 17.46%-3.6pp | 17.84%-4.0pp |
| Employer contribution / active EE | $629 | $2,494-74.8% | $4,288-85.3% | $2,790-77.5% |
| Participant deferral / active EE | $1,379 | $3,343-58.8% | $4,854-71.6% | $4,249-67.6% |
| Admin fee / account holder | $18,611 | $7,506+148.0% | $15,562+19.6% | $8,951+107.9% |