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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 | $60,273 | $114,712-47.5% | $173,730-65.3% | $87,485-31.1% |
| Participation rate | 44.4% | 73.0%-28.5pp | 79.6%-35.1pp | 68.9%-24.5pp |
| Annual return | 20.91% | 20.18%+0.7pp | 19.96%+1.0pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,143 | $2,904-60.6% | $4,577-75.0% | $2,596-56.0% |
| Participant deferral / active EE | $4,245 | $4,642-8.5% | $6,326-32.9% | $4,274-0.7% |
| Admin fee / account holder | $434 | $10,210-95.7% | $17,523-97.5% | $7,775-94.4% |