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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 | $65,641 | $76,696-14.4% | $96,515-32.0% | $71,511-8.2% |
| Participation rate | 47.1% | 66.6%-19.4pp | 74.3%-27.2pp | 67.9%-20.8pp |
| Annual return | 20.15% | 48.32%-28.2pp | 35.73%-15.6pp | 28.86%-8.7pp |
| Employer contribution / active EE | $1,749 | $3,032-42.3% | $3,740-53.2% | $2,589-32.4% |
| Participant deferral / active EE | $3,109 | $3,770-17.5% | $4,880-36.3% | $4,291-27.5% |
| Admin fee / account holder | $1,142 | $2,030-43.7% | $6,735-83.0% | $1,588-28.1% |