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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 | $51,735 | $60,349-14.3% | $74,184-30.3% | $62,881-17.7% |
| Participation rate | 33.3% | 72.7%-39.4pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 9.28% | 21.38%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $573 | $1,680-65.9% | $2,370-75.8% | $2,281-74.9% |
| Participant deferral / active EE | $2,786 | $2,856-2.5% | $3,550-21.5% | $3,203-13.0% |
| Admin fee / account holder | $2,998 | $4,261-29.6% | $5,586-46.3% | $4,296-30.2% |