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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 | $60,875 | $76,551-20.5% | $123,894-50.9% | $62,881-3.2% |
| Participation rate | 26.7% | 73.0%-46.3pp | 81.4%-54.7pp | 69.3%-42.6pp |
| Annual return | 7.36% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $594 | $2,882-79.4% | $4,617-87.1% | $2,281-73.9% |
| Participant deferral / active EE | $3,871 | $4,840-20.0% | $5,984-35.3% | $3,203+20.8% |
| Admin fee / account holder | $2,833 | $4,826-41.3% | $8,357-66.1% | $4,296-34.0% |