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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 | $68,179 | $63,809+6.8% | $81,353-16.2% | $80,935-15.8% |
| Participation rate | 20.3% | 63.9%-43.6pp | 69.5%-49.2pp | 67.7%-47.4pp |
| Annual return | 11.00% | 16.37%-5.4pp | 24.82%-13.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $547 | $1,981-72.4% | $2,464-77.8% | $2,757-80.2% |
| Participant deferral / active EE | $1,798 | $3,093-41.9% | $3,885-53.7% | $4,299-58.2% |
| Admin fee / account holder | $3,644 | $5,686-35.9% | $5,766-36.8% | $6,924-47.4% |