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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 | $71,847 | $114,712-37.4% | $173,730-58.6% | $87,485-17.9% |
| Participation rate | 40.0% | 73.0%-33.0pp | 79.6%-39.6pp | 68.9%-28.9pp |
| Annual return | 12.02% | 20.18%-8.2pp | 19.96%-7.9pp | 26.06%-14.0pp |
| Employer contribution / active EE | $960 | $2,904-66.9% | $4,577-79.0% | $2,596-63.0% |
| Participant deferral / active EE | $5,059 | $4,642+9.0% | $6,326-20.0% | $4,274+18.4% |
| Admin fee / account holder | $2,101 | $10,210-79.4% | $17,523-88.0% | $7,775-73.0% |