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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 | $70,608 | $76,367-7.5% | $93,614-24.6% | $72,983-3.3% |
| Participation rate | 33.3% | 71.7%-38.4pp | 75.8%-42.5pp | 69.5%-36.2pp |
| Annual return | 25.63% | 25.82%-0.2pp | 32.76%-7.1pp | 81.01%-55.4pp |
| Employer contribution / active EE | $609 | $2,275-73.2% | $2,718-77.6% | $2,440-75.0% |
| Participant deferral / active EE | $1,537 | $3,538-56.6% | $4,069-62.2% | $3,608-57.4% |
| Admin fee / account holder | $3,373 | $6,838-50.7% | $7,889-57.2% | $5,124-34.2% |