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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 | $36,706 | $67,894-45.9% | $89,340-58.9% | $82,448-55.5% |
| Participation rate | 25.4% | 64.0%-38.6pp | 69.6%-44.1pp | 68.1%-42.6pp |
| Annual return | 18.72% | 19.21%-0.5pp | 20.57%-1.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $902 | $1,828-50.7% | $2,231-59.6% | $2,551-64.7% |
| Participant deferral / active EE | $1,697 | $3,072-44.8% | $3,823-55.6% | $4,139-59.0% |
| Admin fee / account holder | $1,512 | $5,723-73.6% | $6,704-77.4% | $7,234-79.1% |