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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 | $12,343 | $58,627-78.9% | $76,735-83.9% | $82,448-85.0% |
| Participation rate | 38.7% | 63.2%-24.5pp | 69.5%-30.8pp | 68.1%-29.4pp |
| Annual return | 20.77% | 39.10%-18.3pp | 29.77%-9.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $953 | $1,729-44.9% | $2,454-61.2% | $2,551-62.6% |
| Participant deferral / active EE | $2,083 | $3,134-33.5% | $4,088-49.1% | $4,139-49.7% |
| Admin fee / account holder | $5,478 | $5,323+2.9% | $7,189-23.8% | $7,234-24.3% |