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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 | $62,375 | $86,330-27.7% | $121,871-48.8% | $94,015-33.7% |
| Participation rate | 24.1% | 66.7%-42.5pp | 73.2%-49.1pp | 70.8%-46.7pp |
| Annual return | 19.95% | 14.95%+5.0pp | 13.57%+6.4pp | 17.84%+2.1pp |
| Employer contribution / active EE | $1,145 | $2,292-50.0% | $2,731-58.1% | $2,790-58.9% |
| Participant deferral / active EE | $3,660 | $3,146+16.3% | $4,318-15.2% | $4,249-13.9% |
| Admin fee / account holder | $677 | $7,346-90.8% | $11,551-94.1% | $8,951-92.4% |