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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 | $50,730 | $58,627-13.5% | $76,735-33.9% | $82,448-38.5% |
| Participation rate | 36.2% | 63.2%-27.0pp | 69.5%-33.3pp | 68.1%-31.9pp |
| Annual return | 13.37% | 39.10%-25.7pp | 29.77%-16.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $346 | $1,729-80.0% | $2,454-85.9% | $2,551-86.4% |
| Participant deferral / active EE | $1,902 | $3,134-39.3% | $4,088-53.5% | $4,139-54.1% |
| Admin fee / account holder | $2,036 | $5,323-61.7% | $7,189-71.7% | $7,234-71.9% |