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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 | $71,957 | $76,834-6.3% | $108,359-33.6% | $87,485-17.7% |
| Participation rate | 41.6% | 61.7%-20.2pp | 70.1%-28.6pp | 68.9%-27.4pp |
| Annual return | 15.23% | 19.09%-3.9pp | 36.89%-21.7pp | 26.06%-10.8pp |
| Employer contribution / active EE | $317 | $1,556-79.7% | $2,399-86.8% | $2,596-87.8% |
| Participant deferral / active EE | $3,596 | $3,100+16.0% | $4,137-13.1% | $4,274-15.8% |
| Admin fee / account holder | $7,366 | $6,537+12.7% | $9,741-24.4% | $7,775-5.3% |