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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 | $58,030 | $76,696-24.3% | $96,515-39.9% | $71,511-18.9% |
| Participation rate | 29.5% | 66.6%-37.1pp | 74.3%-44.9pp | 67.9%-38.4pp |
| Annual return | 18.21% | 48.32%-30.1pp | 35.73%-17.5pp | 28.86%-10.6pp |
| Employer contribution / active EE | $918 | $3,032-69.7% | $3,740-75.4% | $2,589-64.5% |
| Participant deferral / active EE | $2,513 | $3,770-33.4% | $4,880-48.5% | $4,291-41.4% |
| Admin fee / account holder | $907 | $2,030-55.3% | $6,735-86.5% | $1,588-42.9% |