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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 | $79,894-5.6% | $135,792-44.4% | $82,637-8.7% |
| Participation rate | 35.9% | 63.0%-27.1pp | 72.6%-36.7pp | 68.1%-32.2pp |
| Annual return | 16.06% | 17.20%-1.1pp | 25.96%-9.9pp | 53.51%-37.4pp |
| Employer contribution / active EE | $766 | $2,165-64.6% | $3,496-78.1% | $2,552-70.0% |
| Participant deferral / active EE | $2,806 | $3,194-12.2% | $4,759-41.0% | $4,126-32.0% |
| Admin fee / account holder | $4,073 | $6,434-36.7% | $12,266-66.8% | $7,339-44.5% |