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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 | $62,191 | $51,207+21.5% | $70,565-11.9% | $75,177-17.3% |
| Participation rate | 36.0% | 61.0%-25.0pp | 68.4%-32.4pp | 67.2%-31.2pp |
| Annual return | 20.51% | 30.05%-9.5pp | 32.79%-12.3pp | 160.75%-140.2pp |
| Employer contribution / active EE | $847 | $1,826-53.6% | $2,976-71.5% | $2,671-68.3% |
| Participant deferral / active EE | $1,595 | $2,850-44.0% | $4,568-65.1% | $4,126-61.4% |
| Admin fee / account holder | $1,554 | $4,097-62.1% | $6,430-75.8% | $5,651-72.5% |