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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 | $67,310 | $72,273-6.9% | $101,275-33.5% | $79,856-15.7% |
| Participation rate | 38.5% | 68.5%-30.0pp | 75.8%-37.3pp | 69.6%-31.2pp |
| Annual return | 16.35% | 22.30%-5.9pp | 46.48%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $818 | $2,691-69.6% | $3,660-77.7% | $2,471-66.9% |
| Participant deferral / active EE | $2,330 | $3,282-29.0% | $4,371-46.7% | $3,741-37.7% |
| Admin fee / account holder | $8,384 | $4,401+90.5% | $5,948+41.0% | $5,306+58.0% |