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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 | $51,892 | $69,444-25.3% | $92,985-44.2% | $87,485-40.7% |
| Participation rate | 36.0% | 63.3%-27.3pp | 69.5%-33.5pp | 68.9%-32.9pp |
| Annual return | 18.43% | 23.85%-5.4pp | 27.99%-9.6pp | 26.06%-7.6pp |
| Employer contribution / active EE | $884 | $1,917-53.9% | $2,662-66.8% | $2,596-65.9% |
| Participant deferral / active EE | $2,578 | $3,364-23.4% | $4,377-41.1% | $4,274-39.7% |
| Admin fee / account holder | $3,595 | $6,137-41.4% | $9,463-62.0% | $7,775-53.8% |