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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 | $63,959 | $93,589-31.7% | $135,942-53.0% | $75,181-14.9% |
| Participation rate | 45.2% | 75.2%-30.0pp | 81.9%-36.8pp | 67.2%-22.0pp |
| Annual return | 19.78% | 30.90%-11.1pp | 68.28%-48.5pp | 160.69%-140.9pp |
| Employer contribution / active EE | $1,929 | $3,537-45.5% | $4,858-60.3% | $2,671-27.8% |
| Participant deferral / active EE | $3,489 | $6,405-45.5% | $7,759-55.0% | $4,126-15.4% |
| Admin fee / account holder | $1,240 | $6,977-82.2% | $10,764-88.5% | $5,650-78.1% |