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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 | $58,078 | $72,269-19.6% | $101,271-42.7% | $79,852-27.3% |
| Participation rate | 29.5% | 68.5%-39.0pp | 75.8%-46.3pp | 69.6%-40.1pp |
| Annual return | 33.25% | 22.29%+11.0pp | 46.48%-13.2pp | 31.72%+1.5pp |
| Employer contribution / active EE | $720 | $2,692-73.2% | $3,660-80.3% | $2,471-70.9% |
| Participant deferral / active EE | $2,439 | $3,282-25.7% | $4,371-44.2% | $3,740-34.8% |
| Admin fee / account holder | $1,692 | $4,401-61.6% | $5,948-71.6% | $5,306-68.1% |