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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 | $68,220 | $77,574-12.1% | $108,753-37.3% | $86,983-21.6% |
| Participation rate | 49.2% | 62.3%-13.1pp | 71.1%-21.9pp | 69.5%-20.4pp |
| Annual return | 13.57% | 18.42%-4.8pp | 37.47%-23.9pp | 25.83%-12.3pp |
| Employer contribution / active EE | $391 | $1,611-75.7% | $2,427-83.9% | $2,584-84.9% |
| Participant deferral / active EE | $3,171 | $3,128+1.4% | $4,115-22.9% | $4,194-24.4% |
| Admin fee / account holder | $2,791 | $6,529-57.2% | $10,320-73.0% | $7,856-64.5% |