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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 | $36,013 | $93,064-61.3% | $74,577-51.7% | $273,972-86.9% |
| Participation rate | 68.8% | 74.9%-6.2pp | 68.1%+0.6pp | 83.0%-14.3pp |
| Annual return | 3.86% | 26.18%-22.3pp | 20.47%-16.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $340 | $3,160-89.2% | $2,525-86.5% | $4,869-93.0% |
| Participant deferral / active EE | $3,003 | $4,160-27.8% | $3,458-13.2% | $5,287-43.2% |
| Admin fee / account holder | $1,455 | $5,273-72.4% | $4,138-64.8% | $10,133-85.6% |