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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 | $62,836 | $64,517-2.6% | $81,438-22.8% | $80,874-22.3% |
| Participation rate | 31.8% | 63.9%-32.1pp | 69.5%-37.7pp | 67.6%-35.8pp |
| Annual return | 11.71% | 16.35%-4.6pp | 24.74%-13.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $946 | $1,982-52.2% | $2,460-61.5% | $2,756-65.7% |
| Participant deferral / active EE | $2,548 | $3,096-17.7% | $3,883-34.4% | $4,297-40.7% |
| Admin fee / account holder | $685 | $5,677-87.9% | $5,764-88.1% | $6,935-90.1% |