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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 | $63,642 | $88,996-28.5% | $78,004-18.4% | $138,895-54.2% |
| Participation rate | 35.7% | 74.4%-38.6pp | 69.4%-33.7pp | 79.9%-44.2pp |
| Annual return | 21.36% | 28.03%-6.7pp | 31.07%-9.7pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,778 | $2,917-39.0% | $2,469-28.0% | $4,194-57.6% |
| Participant deferral / active EE | $3,565 | $4,724-24.5% | $4,092-12.9% | $6,396-44.3% |
| Admin fee / account holder | $681 | $8,807-92.3% | $7,578-91.0% | $12,562-94.6% |