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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 | $68,596 | $71,215-3.7% | $93,696-26.8% | $80,935-15.2% |
| Participation rate | 32.7% | 60.4%-27.7pp | 68.7%-36.0pp | 67.7%-34.9pp |
| Annual return | 14.19% | 11.27%+2.9pp | 133.74%-119.6pp | 35.66%-21.5pp |
| Employer contribution / active EE | $583 | $1,565-62.8% | $2,422-75.9% | $2,757-78.9% |
| Participant deferral / active EE | $1,999 | $4,037-50.5% | $4,417-54.7% | $4,299-53.5% |
| Admin fee / account holder | $1,330 | $6,958-80.9% | $8,287-83.9% | $6,924-80.8% |