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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 | $35,423 | $67,606-47.6% | $82,313-57.0% | $70,124-49.5% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.9%-8.0pp | 69.5%-0.7pp |
| Annual return | 14.23% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $773 | $1,755-56.0% | $2,428-68.2% | $2,342-67.0% |
| Participant deferral / active EE | $2,109 | $2,987-29.4% | $3,706-43.1% | $3,332-36.7% |
| Admin fee / account holder | $3,012 | $4,512-33.2% | $5,608-46.3% | $4,645-35.2% |