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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 | $62,964 | $74,535-15.5% | $100,712-37.5% | $82,637-23.8% |
| Participation rate | 24.1% | 61.2%-37.0pp | 69.3%-45.1pp | 68.1%-43.9pp |
| Annual return | 13.96% | 18.92%-5.0pp | 33.27%-19.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $614 | $1,503-59.1% | $2,313-73.4% | $2,552-75.9% |
| Participant deferral / active EE | $1,577 | $3,074-48.7% | $4,085-61.4% | $4,126-61.8% |
| Admin fee / account holder | $1,420 | $6,576-78.4% | $9,256-84.7% | $7,339-80.7% |