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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 | $60,179 | $72,486-17.0% | $87,103-30.9% | $72,976-17.5% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.9%-41.6pp | 69.5%-34.2pp |
| Annual return | 20.57% | 24.46%-3.9pp | 28.19%-7.6pp | 81.02%-60.4pp |
| Employer contribution / active EE | $597 | $1,894-68.5% | $2,521-76.3% | $2,440-75.5% |
| Participant deferral / active EE | $1,627 | $3,270-50.2% | $4,049-59.8% | $3,608-54.9% |
| Admin fee / account holder | $7,144 | $5,055+41.3% | $7,491-4.6% | $5,124+39.4% |