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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 | $61,289 | $63,904-4.1% | $89,340-31.4% | $67,986-9.9% |
| Participation rate | 28.7% | 54.3%-25.6pp | 69.6%-40.8pp | 57.2%-28.5pp |
| Annual return | 19.43% | 18.09%+1.3pp | 20.57%-1.1pp | 31.67%-12.2pp |
| Employer contribution / active EE | $627 | $1,627-61.5% | $2,231-71.9% | $2,019-68.9% |
| Participant deferral / active EE | $1,313 | $2,691-51.2% | $3,823-65.6% | $3,358-60.9% |
| Admin fee / account holder | $2,710 | $3,315-18.2% | $6,704-59.6% | $3,203-15.4% |