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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 | $56,400 | $73,955-23.7% | $96,520-41.6% | $75,181-25.0% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.6pp | 67.2%-26.5pp |
| Annual return | 22.93% | 26.72%-3.8pp | 35.72%-12.8pp | 160.69%-137.8pp |
| Employer contribution / active EE | $1,667 | $2,930-43.1% | $3,739-55.4% | $2,671-37.6% |
| Participant deferral / active EE | $3,277 | $3,659-10.5% | $4,879-32.8% | $4,126-20.6% |
| Admin fee / account holder | $1,083 | $5,217-79.2% | $6,733-83.9% | $5,650-80.8% |