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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 | $82,813 | $110,137-24.8% | $161,149-48.6% | $82,637+0.2% |
| Participation rate | 46.7% | 72.4%-25.7pp | 78.8%-32.2pp | 68.1%-21.4pp |
| Annual return | 15.59% | 20.69%-5.1pp | 21.16%-5.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $970 | $2,856-66.0% | $4,360-77.8% | $2,552-62.0% |
| Participant deferral / active EE | $2,983 | $4,575-34.8% | $6,153-51.5% | $4,126-27.7% |
| Admin fee / account holder | $852 | $9,467-91.0% | $15,194-94.4% | $7,339-88.4% |