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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 | $65,403 | $80,992-19.2% | $96,534-32.2% | $75,173-13.0% |
| Participation rate | 38.0% | 71.8%-33.8pp | 76.0%-38.0pp | 67.2%-29.2pp |
| Annual return | 15.46% | 27.05%-11.6pp | 25.88%-10.4pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,302 | $2,283-42.9% | $2,965-56.1% | $2,671-51.2% |
| Participant deferral / active EE | $3,745 | $3,929-4.7% | $4,851-22.8% | $4,126-9.2% |
| Admin fee / account holder | $1,320 | $6,717-80.3% | $8,253-84.0% | $5,651-76.6% |