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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 | $69,326 | $124,980-44.5% | $108,359-36.0% | $154,746-55.2% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 16.44% | 45.00%-28.6pp | 36.89%-20.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $936 | $2,851-67.2% | $2,399-61.0% | $4,379-78.6% |
| Participant deferral / active EE | $1,626 | $4,743-65.7% | $4,137-60.7% | $6,730-75.8% |
| Admin fee / account holder | $6,703 | $11,502-41.7% | $9,741-31.2% | $14,365-53.3% |