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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 | $65,227 | $101,778-35.9% | $164,975-60.5% | $80,925-19.4% |
| Participation rate | 32.1% | 71.8%-39.7pp | 78.6%-46.5pp | 67.7%-35.5pp |
| Annual return | 17.34% | 16.73%+0.6pp | 70.12%-52.8pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,941 | $2,954-34.3% | $4,343-55.3% | $2,756-29.6% |
| Participant deferral / active EE | $2,895 | $4,477-35.3% | $6,033-52.0% | $4,299-32.6% |
| Admin fee / account holder | $4,904 | $8,221-40.3% | $12,688-61.3% | $6,940-29.3% |