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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 | $66,086 | $153,311-56.9% | $109,313-39.5% | $273,972-75.9% |
| Participation rate | 46.2% | 80.1%-33.9pp | 71.3%-25.1pp | 83.0%-36.9pp |
| Annual return | 6.17% | 29.86%-23.7pp | 22.07%-15.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $428 | $5,619-92.4% | $3,892-89.0% | $4,869-91.2% |
| Participant deferral / active EE | $1,253 | $3,932-68.1% | $3,166-60.4% | $5,287-76.3% |
| Admin fee / account holder | $1,750 | $8,076-78.3% | $5,666-69.1% | $10,133-82.7% |