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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 | $28,588 | $81,358-64.9% | $155,556-81.6% | $80,959-64.7% |
| Participation rate | 61.1% | 66.3%-5.2pp | 78.2%-17.1pp | 67.7%-6.6pp |
| Annual return | 12.96% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,578 | $3,106-49.2% | $4,675-66.2% | $2,757-42.8% |
| Participant deferral / active EE | $3,712 | $3,455+7.4% | $5,631-34.1% | $4,300-13.7% |
| Admin fee / account holder | $2,232 | $7,994-72.1% | $15,885-85.9% | $6,925-67.8% |