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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 | $64,409 | $114,712-43.9% | $173,730-62.9% | $87,485-26.4% |
| Participation rate | 46.1% | 73.0%-26.9pp | 79.6%-33.5pp | 68.9%-22.9pp |
| Annual return | 14.65% | 20.18%-5.5pp | 19.96%-5.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,320 | $2,904-54.5% | $4,577-71.2% | $2,596-49.1% |
| Participant deferral / active EE | $3,098 | $4,642-33.3% | $6,326-51.0% | $4,274-27.5% |
| Admin fee / account holder | $2,215 | $10,210-78.3% | $17,523-87.4% | $7,775-71.5% |