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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 | $60,566 | $95,453-36.5% | $112,040-45.9% | $82,448-26.5% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 25.36% | 23.92%+1.4pp | 24.52%+0.8pp | 41.64%-16.3pp |
| Employer contribution / active EE | $1,005 | $2,318-56.6% | $2,954-66.0% | $2,551-60.6% |
| Participant deferral / active EE | $2,814 | $4,224-33.4% | $5,098-44.8% | $4,139-32.0% |
| Admin fee / account holder | $3,673 | $9,013-59.2% | $12,098-69.6% | $7,234-49.2% |