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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 | $61,075 | $72,027-15.2% | $185,835-67.1% | $79,852-23.5% |
| Participation rate | 38.5% | 65.8%-27.3pp | 78.0%-39.6pp | 69.6%-31.2pp |
| Annual return | 18.78% | 23.13%-4.3pp | 35.96%-17.2pp | 31.72%-12.9pp |
| Employer contribution / active EE | $681 | $1,965-65.3% | $4,087-83.3% | $2,471-72.4% |
| Participant deferral / active EE | $2,088 | $3,780-44.8% | $5,633-62.9% | $3,740-44.2% |
| Admin fee / account holder | $412 | $4,513-90.9% | $9,502-95.7% | $5,306-92.2% |