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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 | $44,288 | $108,825-59.3% | $156,181-71.6% | $82,448-46.3% |
| Participation rate | 60.7% | 72.4%-11.7pp | 78.8%-18.2pp | 68.1%-7.4pp |
| Annual return | 22.59% | 20.59%+2.0pp | 64.87%-42.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,957 | $2,870-31.8% | $4,294-54.4% | $2,551-23.3% |
| Participant deferral / active EE | $3,410 | $4,577-25.5% | $6,132-44.4% | $4,139-17.6% |
| Admin fee / account holder | $1,383 | $9,341-85.2% | $14,586-90.5% | $7,234-80.9% |