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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 | $59,372 | $75,541-21.4% | $152,093-61.0% | $82,637-28.2% |
| Participation rate | 36.8% | 66.5%-29.8pp | 77.8%-41.0pp | 68.1%-31.3pp |
| Annual return | 18.26% | 32.56%-14.3pp | 66.36%-48.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,761 | $2,622-32.8% | $4,175-57.8% | $2,552-31.0% |
| Participant deferral / active EE | $3,425 | $3,206+6.8% | $5,451-37.2% | $4,126-17.0% |
| Admin fee / account holder | $1,352 | $6,405-78.9% | $14,497-90.7% | $7,339-81.6% |