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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 | $64,734 | $93,598-30.8% | $135,974-52.4% | $75,173-13.9% |
| Participation rate | 53.2% | 75.2%-21.9pp | 81.9%-28.7pp | 67.2%-14.0pp |
| Annual return | 19.88% | 30.89%-11.0pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $1,353 | $3,538-61.8% | $4,859-72.2% | $2,671-49.3% |
| Participant deferral / active EE | $3,442 | $6,405-46.3% | $7,760-55.6% | $4,126-16.6% |
| Admin fee / account holder | $2,827 | $6,978-59.5% | $10,767-73.7% | $5,651-50.0% |