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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 | $60,634 | $161,352-62.4% | $134,172-54.8% | $137,256-55.8% |
| Participation rate | 40.0% | 78.3%-38.3pp | 72.5%-32.5pp | 80.0%-40.0pp |
| Annual return | 18.63% | 28.72%-10.1pp | 25.30%-6.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,848 | $4,099-54.9% | $3,420-46.0% | $4,156-55.5% |
| Participant deferral / active EE | $3,240 | $5,552-41.6% | $4,690-30.9% | $6,407-49.4% |
| Admin fee / account holder | $371 | $15,028-97.5% | $12,016-96.9% | $12,270-97.0% |