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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 | $76,664 | $86,050-10.9% | $189,758-59.6% | $94,015-18.5% |
| Participation rate | 58.1% | 68.9%-10.8pp | 79.8%-21.7pp | 70.8%-12.8pp |
| Annual return | 11.75% | 17.77%-6.0pp | 52.62%-40.9pp | 17.84%-6.1pp |
| Employer contribution / active EE | $821 | $2,819-70.9% | $4,767-82.8% | $2,790-70.6% |
| Participant deferral / active EE | $2,125 | $3,349-36.6% | $5,856-63.7% | $4,249-50.0% |
| Admin fee / account holder | $2,720 | $6,627-59.0% | $20,388-86.7% | $8,951-69.6% |