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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 | $56,137 | $52,580+6.8% | $71,671-21.7% | $70,126-19.9% |
| Participation rate | 30.1% | 60.9%-30.8pp | 68.7%-38.6pp | 69.5%-39.4pp |
| Annual return | 17.65% | 20.25%-2.6pp | 20.65%-3.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $610 | $1,616-62.2% | $2,460-75.2% | $2,343-74.0% |
| Participant deferral / active EE | $1,360 | $2,386-43.0% | $3,438-60.5% | $3,332-59.2% |
| Admin fee / account holder | $1,182 | $3,653-67.6% | $5,558-78.7% | $4,645-74.6% |