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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 | $60,364 | $69,444-13.1% | $92,985-35.1% | $87,485-31.0% |
| Participation rate | 47.3% | 63.3%-16.0pp | 69.5%-22.2pp | 68.9%-21.7pp |
| Annual return | 13.80% | 23.85%-10.1pp | 27.99%-14.2pp | 26.06%-12.3pp |
| Employer contribution / active EE | $587 | $1,917-69.4% | $2,662-78.0% | $2,596-77.4% |
| Participant deferral / active EE | $1,924 | $3,364-42.8% | $4,377-56.0% | $4,274-55.0% |
| Admin fee / account holder | $5,756 | $6,137-6.2% | $9,463-39.2% | $7,775-26.0% |