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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 | $75,446 | $77,896-3.1% | $134,172-43.8% | $82,448-8.5% |
| Participation rate | 35.9% | 62.8%-26.9pp | 72.5%-36.6pp | 68.1%-32.2pp |
| Annual return | 16.06% | 18.21%-2.2pp | 25.30%-9.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $766 | $2,159-64.5% | $3,420-77.6% | $2,551-70.0% |
| Participant deferral / active EE | $2,806 | $3,162-11.3% | $4,690-40.2% | $4,139-32.2% |
| Admin fee / account holder | $4,073 | $6,336-35.7% | $12,016-66.1% | $7,234-43.7% |