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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 | $60,617 | $80,855-25.0% | $153,416-60.5% | $86,983-30.3% |
| Participation rate | 24.4% | 64.1%-39.7pp | 74.3%-49.9pp | 69.5%-45.1pp |
| Annual return | 13.83% | 16.18%-2.4pp | 17.84%-4.0pp | 25.83%-12.0pp |
| Employer contribution / active EE | $629 | $2,308-72.7% | $3,764-83.3% | $2,584-75.7% |
| Participant deferral / active EE | $1,379 | $3,333-58.6% | $4,723-70.8% | $4,194-67.1% |
| Admin fee / account holder | $18,611 | $6,908+169.4% | $13,095+42.1% | $7,856+136.9% |