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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 | $66,239 | $184,014-64.0% | $161,149-58.9% | $138,895-52.3% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.8%-23.3pp | 79.9%-24.4pp |
| Annual return | 21.73% | 21.52%+0.2pp | 21.16%+0.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,134 | $5,055-77.6% | $4,360-74.0% | $4,194-73.0% |
| Participant deferral / active EE | $4,888 | $6,909-29.3% | $6,153-20.6% | $6,396-23.6% |
| Admin fee / account holder | $490 | $18,027-97.3% | $15,194-96.8% | $12,562-96.1% |