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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 | $110,137-59.8% | $161,149-72.5% | $82,637-46.4% |
| Participation rate | 60.7% | 72.4%-11.7pp | 78.8%-18.2pp | 68.1%-7.4pp |
| Annual return | 22.59% | 20.69%+1.9pp | 21.16%+1.4pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,957 | $2,856-31.5% | $4,360-55.1% | $2,552-23.3% |
| Participant deferral / active EE | $3,410 | $4,575-25.5% | $6,153-44.6% | $4,126-17.3% |
| Admin fee / account holder | $1,383 | $9,467-85.4% | $15,194-90.9% | $7,339-81.2% |