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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 | $61,413 | $58,848+4.4% | $88,179-30.4% | $82,637-25.7% |
| Participation rate | 22.0% | 57.9%-35.9pp | 69.1%-47.1pp | 68.1%-46.0pp |
| Annual return | 13.84% | 22.76%-8.9pp | 64.97%-51.1pp | 53.51%-39.7pp |
| Employer contribution / active EE | $523 | $1,678-68.9% | $2,549-79.5% | $2,552-79.5% |
| Participant deferral / active EE | $1,126 | $3,124-64.0% | $4,614-75.6% | $4,126-72.7% |
| Admin fee / account holder | $402 | $4,795-91.6% | $7,673-94.8% | $7,339-94.5% |