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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 | $65,364 | $77,638-15.8% | $156,551-58.2% | $62,881+3.9% |
| Participation rate | 41.5% | 71.2%-29.7pp | 84.0%-42.5pp | 69.3%-27.8pp |
| Annual return | 5.50% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $904 | $3,444-73.8% | $5,501-83.6% | $2,281-60.4% |
| Participant deferral / active EE | $1,689 | $3,046-44.5% | $4,871-65.3% | $3,203-47.3% |
| Admin fee / account holder | $1,654 | $5,561-70.3% | $13,028-87.3% | $4,296-61.5% |