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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 | $65,096 | $81,504-20.1% | $102,437-36.5% | $80,959-19.6% |
| Participation rate | 40.5% | 66.9%-26.3pp | 74.5%-34.0pp | 67.7%-27.1pp |
| Annual return | 11.00% | 25.60%-14.6pp | 24.95%-13.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $990 | $3,104-68.1% | $3,871-74.4% | $2,757-64.1% |
| Participant deferral / active EE | $3,095 | $3,871-20.0% | $5,060-38.8% | $4,300-28.0% |
| Admin fee / account holder | $2,181 | $6,719-67.5% | $8,388-74.0% | $6,925-68.5% |