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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 | $46,086 | $55,713-17.3% | $75,894-39.3% | $72,983-36.9% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.3%-2.6pp | 69.5%-2.8pp |
| Annual return | 23.76% | 27.60%-3.8pp | 30.76%-7.0pp | 81.01%-57.3pp |
| Employer contribution / active EE | $299 | $1,687-82.3% | $2,501-88.0% | $2,440-87.7% |
| Participant deferral / active EE | $1,735 | $2,634-34.1% | $3,603-51.8% | $3,608-51.9% |
| Admin fee / account holder | $760 | $3,980-80.9% | $5,420-86.0% | $5,124-85.2% |