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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 | $66,945 | $74,535-10.2% | $100,712-33.5% | $82,637-19.0% |
| Participation rate | 38.9% | 61.2%-22.3pp | 69.3%-30.4pp | 68.1%-29.2pp |
| Annual return | 14.53% | 18.92%-4.4pp | 33.27%-18.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $744 | $1,503-50.5% | $2,313-67.8% | $2,552-70.8% |
| Participant deferral / active EE | $2,273 | $3,074-26.1% | $4,085-44.4% | $4,126-44.9% |
| Admin fee / account holder | $8,371 | $6,576+27.3% | $9,256-9.6% | $7,339+14.1% |