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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 | $64,216 | $54,541+17.7% | $78,778-18.5% | $70,126-8.4% |
| Participation rate | 44.1% | 60.8%-16.7pp | 69.2%-25.1pp | 69.5%-25.4pp |
| Annual return | 21.25% | 21.07%+0.2pp | 35.62%-14.4pp | 73.15%-51.9pp |
| Employer contribution / active EE | $303 | $1,089-72.2% | $1,986-84.7% | $2,343-87.1% |
| Participant deferral / active EE | $1,575 | $2,210-28.7% | $2,958-46.8% | $3,332-52.7% |
| Admin fee / account holder | $922 | $3,709-75.1% | $5,134-82.0% | $4,645-80.1% |