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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 | $67,887 | $81,487-16.7% | $102,412-33.7% | $80,935-16.1% |
| Participation rate | 22.6% | 66.8%-44.3pp | 74.5%-51.9pp | 67.7%-45.1pp |
| Annual return | 12.65% | 25.60%-12.9pp | 24.94%-12.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $921 | $3,103-70.3% | $3,870-76.2% | $2,757-66.6% |
| Participant deferral / active EE | $1,986 | $3,871-48.7% | $5,060-60.7% | $4,299-53.8% |
| Admin fee / account holder | $5,305 | $6,717-21.0% | $8,388-36.7% | $6,924-23.4% |