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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 | $58,106 | $76,407-24.0% | $150,298-61.3% | $82,448-29.5% |
| Participation rate | 24.7% | 66.4%-41.7pp | 77.8%-53.1pp | 68.1%-43.4pp |
| Annual return | 14.78% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $507 | $2,614-80.6% | $4,154-87.8% | $2,551-80.1% |
| Participant deferral / active EE | $1,410 | $3,214-56.1% | $5,453-74.1% | $4,139-65.9% |
| Admin fee / account holder | $2,016 | $6,352-68.3% | $14,116-85.7% | $7,234-72.1% |