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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 | $28,595 | $76,834-62.8% | $108,359-73.6% | $87,485-67.3% |
| Participation rate | 36.0% | 61.7%-25.7pp | 70.1%-34.1pp | 68.9%-32.9pp |
| Annual return | 19.20% | 19.09%+0.1pp | 36.89%-17.7pp | 26.06%-6.9pp |
| Employer contribution / active EE | $974 | $1,556-37.4% | $2,399-59.4% | $2,596-62.5% |
| Participant deferral / active EE | $1,516 | $3,100-51.1% | $4,137-63.3% | $4,274-64.5% |
| Admin fee / account holder | $1,409 | $6,537-78.5% | $9,741-85.5% | $7,775-81.9% |