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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 | $58,381 | $55,932+4.4% | $76,735-23.9% | $67,986-14.1% |
| Participation rate | 27.8% | 50.8%-23.0pp | 69.5%-41.7pp | 57.2%-29.4pp |
| Annual return | 20.06% | 23.10%-3.0pp | 29.77%-9.7pp | 31.67%-11.6pp |
| Employer contribution / active EE | $668 | $1,487-55.1% | $2,454-72.8% | $2,019-66.9% |
| Participant deferral / active EE | $1,754 | $2,558-31.4% | $4,088-57.1% | $3,358-47.8% |
| Admin fee / account holder | $675 | $4,907-86.2% | $7,189-90.6% | $3,203-78.9% |