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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 | $64,065 | $72,486-11.6% | $87,103-26.4% | $72,976-12.2% |
| Participation rate | 43.8% | 72.8%-29.0pp | 76.9%-33.0pp | 69.5%-25.7pp |
| Annual return | 19.65% | 24.46%-4.8pp | 28.19%-8.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $490 | $1,894-74.1% | $2,521-80.6% | $2,440-79.9% |
| Participant deferral / active EE | $1,775 | $3,270-45.7% | $4,049-56.1% | $3,608-50.8% |
| Admin fee / account holder | $4,022 | $5,055-20.4% | $7,491-46.3% | $5,124-21.5% |