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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 | $63,929 | $81,331-21.4% | $155,534-58.9% | $80,935-21.0% |
| Participation rate | 41.4% | 66.3%-24.9pp | 78.2%-36.8pp | 67.7%-26.3pp |
| Annual return | 11.59% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $912 | $3,105-70.6% | $4,675-80.5% | $2,757-66.9% |
| Participant deferral / active EE | $1,670 | $3,454-51.7% | $5,630-70.3% | $4,299-61.2% |
| Admin fee / account holder | $5,573 | $7,999-30.3% | $15,900-64.9% | $6,924-19.5% |