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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 | $59,246 | $67,894-12.7% | $89,340-33.7% | $82,448-28.1% |
| Participation rate | 47.7% | 64.0%-16.3pp | 69.6%-21.8pp | 68.1%-20.3pp |
| Annual return | 14.85% | 19.21%-4.4pp | 20.57%-5.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $962 | $1,828-47.4% | $2,231-56.9% | $2,551-62.3% |
| Participant deferral / active EE | $2,485 | $3,072-19.1% | $3,823-35.0% | $4,139-40.0% |
| Admin fee / account holder | $3,453 | $5,723-39.7% | $6,704-48.5% | $7,234-52.3% |