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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 | $45,138 | $153,311-70.6% | $109,313-58.7% | $273,972-83.5% |
| Participation rate | 62.5% | 80.1%-17.6pp | 71.3%-8.8pp | 83.0%-20.5pp |
| Annual return | 4.55% | 29.86%-25.3pp | 22.07%-17.5pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,321 | $5,619-76.5% | $3,892-66.1% | $4,869-72.9% |
| Participant deferral / active EE | $6,721 | $3,932+70.9% | $3,166+112.3% | $5,287+27.1% |
| Admin fee / account holder | $405 | $8,076-95.0% | $5,666-92.9% | $10,133-96.0% |