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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 | $67,090 | $95,453-29.7% | $112,040-40.1% | $82,448-18.6% |
| Participation rate | 45.9% | 72.8%-26.9pp | 76.5%-30.6pp | 68.1%-22.2pp |
| Annual return | 20.77% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $824 | $2,318-64.5% | $2,954-72.1% | $2,551-67.7% |
| Participant deferral / active EE | $2,849 | $4,224-32.6% | $5,098-44.1% | $4,139-31.2% |
| Admin fee / account holder | $5,806 | $9,013-35.6% | $12,098-52.0% | $7,234-19.8% |