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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 | $58,257 | $58,627-0.6% | $76,735-24.1% | $82,448-29.3% |
| Participation rate | 19.0% | 63.2%-44.3pp | 69.5%-50.5pp | 68.1%-49.1pp |
| Annual return | 18.13% | 39.10%-21.0pp | 29.77%-11.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $658 | $1,729-61.9% | $2,454-73.2% | $2,551-74.2% |
| Participant deferral / active EE | $1,902 | $3,134-39.3% | $4,088-53.5% | $4,139-54.1% |
| Admin fee / account holder | $625 | $5,323-88.3% | $7,189-91.3% | $7,234-91.4% |