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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 | $62,659 | $81,504-23.1% | $102,437-38.8% | $80,959-22.6% |
| Participation rate | 40.4% | 66.9%-26.5pp | 74.5%-34.1pp | 67.7%-27.3pp |
| Annual return | 31.10% | 25.60%+5.5pp | 24.95%+6.2pp | 35.67%-4.6pp |
| Employer contribution / active EE | $1,487 | $3,104-52.1% | $3,871-61.6% | $2,757-46.1% |
| Participant deferral / active EE | $2,321 | $3,871-40.0% | $5,060-54.1% | $4,300-46.0% |
| Admin fee / account holder | $5,305 | $6,719-21.0% | $8,388-36.8% | $6,925-23.4% |