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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 | $64,021 | $104,650-38.8% | $83,854-23.7% | $155,188-58.7% |
| Participation rate | 28.6% | 65.1%-36.5pp | 59.1%-30.5pp | 80.8%-52.2pp |
| Annual return | 17.45% | 28.97%-11.5pp | 31.39%-13.9pp | 148.84%-131.4pp |
| Employer contribution / active EE | $412 | $1,196-65.5% | $1,017-59.5% | $4,248-90.3% |
| Participant deferral / active EE | $3,432 | $2,367+45.0% | $2,035+68.6% | $6,531-47.5% |
| Admin fee / account holder | $356 | $3,518-89.9% | $3,197-88.9% | $14,480-97.5% |