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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 | $71,506 | $153,311-53.4% | $109,313-34.6% | $273,972-73.9% |
| Participation rate | 57.1% | 80.1%-22.9pp | 71.3%-14.1pp | 83.0%-25.9pp |
| Annual return | 4.46% | 29.86%-25.4pp | 22.07%-17.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $404 | $5,619-92.8% | $3,892-89.6% | $4,869-91.7% |
| Participant deferral / active EE | $3,653 | $3,932-7.1% | $3,166+15.4% | $5,287-30.9% |
| Admin fee / account holder | $1,478 | $8,076-81.7% | $5,666-73.9% | $10,133-85.4% |