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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 | $65,422 | $106,974-38.8% | $90,796-27.9% | $138,895-52.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 21.21% | 20.10%+1.1pp | 19.29%+1.9pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,517 | $2,609-41.9% | $2,294-33.9% | $4,194-63.8% |
| Participant deferral / active EE | $4,946 | $4,455+11.0% | $3,822+29.4% | $6,396-22.7% |
| Admin fee / account holder | $1,244 | $8,626-85.6% | $7,024-82.3% | $12,562-90.1% |