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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 | $65,404 | $81,476-19.7% | $102,383-36.1% | $80,925-19.2% |
| Participation rate | 48.5% | 66.8%-18.4pp | 74.5%-26.0pp | 67.7%-19.2pp |
| Annual return | 16.45% | 25.59%-9.1pp | 24.94%-8.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,529 | $3,105-50.8% | $3,870-60.5% | $2,756-44.5% |
| Participant deferral / active EE | $3,089 | $3,871-20.2% | $5,060-38.9% | $4,299-28.1% |
| Admin fee / account holder | $3,478 | $6,717-48.2% | $8,391-58.6% | $6,940-49.9% |