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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 | $67,086 | $57,065+17.6% | $75,670-11.3% | $70,131-4.3% |
| Participation rate | 34.3% | 68.1%-33.8pp | 72.3%-38.1pp | 69.5%-35.3pp |
| Annual return | 19.05% | 23.57%-4.5pp | 27.34%-8.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,052 | $1,817-42.1% | $2,352-55.2% | $2,342-55.1% |
| Participant deferral / active EE | $1,397 | $2,580-45.9% | $3,142-55.5% | $3,332-58.1% |
| Admin fee / account holder | $416 | $3,825-89.1% | $5,800-92.8% | $4,645-91.1% |