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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 | $41,071 | $59,804-31.3% | $81,982-49.9% | $79,856-48.6% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.3%-2.6pp | 69.6%-3.0pp |
| Annual return | 21.35% | 17.56%+3.8pp | 41.31%-20.0pp | 31.71%-10.4pp |
| Employer contribution / active EE | $375 | $1,713-78.1% | $2,498-85.0% | $2,471-84.8% |
| Participant deferral / active EE | $1,561 | $2,695-42.1% | $3,722-58.1% | $3,741-58.3% |
| Admin fee / account holder | $1,758 | $4,288-59.0% | $5,665-69.0% | $5,306-66.9% |