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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 | $76,088 | $86,949-12.5% | $102,460-25.7% | $80,959-6.0% |
| Participation rate | 41.4% | 72.4%-31.0pp | 76.5%-35.1pp | 67.7%-26.3pp |
| Annual return | 11.42% | 18.89%-7.5pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $698 | $2,370-70.5% | $3,025-76.9% | $2,757-74.7% |
| Participant deferral / active EE | $2,670 | $4,121-35.2% | $5,056-47.2% | $4,300-37.9% |
| Admin fee / account holder | $4,617 | $8,048-42.6% | $9,460-51.2% | $6,925-33.3% |