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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 | $63,723 | $72,027-11.5% | $185,861-65.7% | $79,856-20.2% |
| Participation rate | 37.4% | 65.8%-28.4pp | 78.0%-40.7pp | 69.6%-32.3pp |
| Annual return | 13.53% | 23.13%-9.6pp | 35.96%-22.4pp | 31.71%-18.2pp |
| Employer contribution / active EE | $452 | $1,965-77.0% | $4,088-88.9% | $2,471-81.7% |
| Participant deferral / active EE | $2,414 | $3,780-36.1% | $5,634-57.2% | $3,741-35.5% |
| Admin fee / account holder | $1,827 | $4,513-59.5% | $9,503-80.8% | $5,306-65.6% |