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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 | $64,766 | $124,980-48.2% | $108,359-40.2% | $154,746-58.1% |
| Participation rate | 37.5% | 75.2%-37.7pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 19.85% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $648 | $2,851-77.3% | $2,399-73.0% | $4,379-85.2% |
| Participant deferral / active EE | $3,260 | $4,743-31.3% | $4,137-21.2% | $6,730-51.6% |
| Admin fee / account holder | $1,883 | $11,502-83.6% | $9,741-80.7% | $14,365-86.9% |