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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 | $68,815 | $100,792-31.7% | $86,691-20.6% | $134,509-48.8% |
| Participation rate | 45.8% | 78.9%-33.1pp | 76.6%-30.8pp | 81.2%-35.4pp |
| Annual return | 6.25% | 29.08%-22.8pp | 35.94%-29.7pp | 418.13%-411.9pp |
| Employer contribution / active EE | $1,726 | $3,491-50.6% | $2,837-39.2% | $4,741-63.6% |
| Participant deferral / active EE | $3,443 | $5,339-35.5% | $4,656-26.1% | $6,400-46.2% |
| Admin fee / account holder | $585 | $10,924-94.6% | $7,492-92.2% | $11,427-94.9% |