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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 | $59,615 | $63,809-6.6% | $81,353-26.7% | $80,935-26.3% |
| Participation rate | 32.7% | 63.9%-31.2pp | 69.5%-36.8pp | 67.7%-34.9pp |
| Annual return | 11.44% | 16.37%-4.9pp | 24.82%-13.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $818 | $1,981-58.7% | $2,464-66.8% | $2,757-70.3% |
| Participant deferral / active EE | $1,951 | $3,093-36.9% | $3,885-49.8% | $4,299-54.6% |
| Admin fee / account holder | $11,274 | $5,686+98.3% | $5,766+95.5% | $6,924+62.8% |