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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 | $60,341 | $67,602-10.7% | $82,312-26.7% | $70,126-14.0% |
| Participation rate | 42.4% | 72.8%-30.3pp | 76.9%-34.5pp | 69.5%-27.1pp |
| Annual return | 25.21% | 21.57%+3.6pp | 25.88%-0.7pp | 73.15%-47.9pp |
| Employer contribution / active EE | $468 | $1,755-73.3% | $2,428-80.7% | $2,343-80.0% |
| Participant deferral / active EE | $1,707 | $2,987-42.9% | $3,706-53.9% | $3,332-48.8% |
| Admin fee / account holder | $628 | $4,512-86.1% | $5,608-88.8% | $4,645-86.5% |