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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 | $68,051 | $69,590-2.2% | $136,867-50.3% | $94,015-27.6% |
| Participation rate | 35.5% | 66.3%-30.8pp | 74.5%-39.1pp | 70.8%-35.3pp |
| Annual return | 16.08% | 19.62%-3.5pp | 42.97%-26.9pp | 17.84%-1.8pp |
| Employer contribution / active EE | $739 | $2,396-69.1% | $3,547-79.2% | $2,790-73.5% |
| Participant deferral / active EE | $2,448 | $3,437-28.8% | $4,924-50.3% | $4,249-42.4% |
| Admin fee / account holder | $901 | $8,912-89.9% | $10,340-91.3% | $8,951-89.9% |