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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 | $64,923 | $108,825-40.3% | $156,181-58.4% | $82,448-21.3% |
| Participation rate | 28.6% | 72.4%-43.8pp | 78.8%-50.3pp | 68.1%-39.5pp |
| Annual return | 17.38% | 20.59%-3.2pp | 64.87%-47.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,673 | $2,870-41.7% | $4,294-61.0% | $2,551-34.4% |
| Participant deferral / active EE | $2,411 | $4,577-47.3% | $6,132-60.7% | $4,139-41.7% |
| Admin fee / account holder | $1,057 | $9,341-88.7% | $14,586-92.8% | $7,234-85.4% |