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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 | $64,231 | $151,427-57.6% | $112,860-43.1% | $154,746-58.5% |
| Participation rate | 38.9% | 69.1%-30.2pp | 66.3%-27.4pp | 80.7%-41.8pp |
| Annual return | 17.40% | 30.95%-13.6pp | 35.26%-17.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $800 | $2,750-70.9% | $2,206-63.8% | $4,379-81.7% |
| Participant deferral / active EE | $1,581 | $4,285-63.1% | $3,493-54.7% | $6,730-76.5% |
| Admin fee / account holder | $586 | $7,369-92.1% | $6,841-91.4% | $14,365-95.9% |