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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 | $81,403-25.5% | $147,027-58.8% | $87,485-30.7% |
| Participation rate | 24.4% | 63.4%-39.0pp | 73.7%-49.3pp | 68.9%-44.5pp |
| Annual return | 13.83% | 16.51%-2.7pp | 20.23%-6.4pp | 26.06%-12.2pp |
| Employer contribution / active EE | $629 | $2,205-71.5% | $3,626-82.6% | $2,596-75.8% |
| Participant deferral / active EE | $1,379 | $3,315-58.4% | $4,933-72.0% | $4,274-67.7% |
| Admin fee / account holder | $18,611 | $6,755+175.5% | $12,223+52.3% | $7,775+139.4% |