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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 | $59,800 | $81,262-26.4% | $155,602-61.6% | $80,911-26.1% |
| Participation rate | 31.8% | 66.2%-34.4pp | 78.2%-46.4pp | 67.6%-35.8pp |
| Annual return | 25.22% | 33.34%-8.1pp | 64.81%-39.6pp | 35.63%-10.4pp |
| Employer contribution / active EE | $634 | $3,102-79.6% | $4,675-86.4% | $2,756-77.0% |
| Participant deferral / active EE | $1,830 | $3,451-47.0% | $5,629-67.5% | $4,297-57.4% |
| Admin fee / account holder | $7,277 | $7,992-8.9% | $15,923-54.3% | $6,935+4.9% |