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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 | $63,845-1.6% | $81,370-22.8% | $80,959-22.4% |
| Participation rate | 31.8% | 63.9%-32.1pp | 69.5%-37.7pp | 67.7%-35.8pp |
| Annual return | 11.71% | 16.37%-4.7pp | 24.85%-13.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $946 | $1,980-52.2% | $2,464-61.6% | $2,757-65.7% |
| Participant deferral / active EE | $2,548 | $3,093-17.6% | $3,885-34.4% | $4,300-40.7% |
| Admin fee / account holder | $685 | $5,688-88.0% | $5,749-88.1% | $6,925-90.1% |