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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 | $20,577 | $106,974-80.8% | $90,796-77.3% | $138,895-85.2% |
| Participation rate | 33.3% | 74.9%-41.5pp | 69.5%-36.2pp | 79.9%-46.6pp |
| Annual return | 24.70% | 20.10%+4.6pp | 19.29%+5.4pp | 145.39%-120.7pp |
| Employer contribution / active EE | $1,046 | $2,609-59.9% | $2,294-54.4% | $4,194-75.1% |
| Participant deferral / active EE | $3,995 | $4,455-10.3% | $3,822+4.5% | $6,396-37.5% |
| Admin fee / account holder | $1,726 | $8,626-80.0% | $7,024-75.4% | $12,562-86.3% |