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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 | $26,959 | $102,245-73.6% | $89,340-69.8% | $137,256-80.4% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 17.62% | 21.89%-4.3pp | 20.57%-3.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $741 | $2,529-70.7% | $2,231-66.8% | $4,156-82.2% |
| Participant deferral / active EE | $3,151 | $4,436-29.0% | $3,823-17.6% | $6,407-50.8% |
| Admin fee / account holder | $2,453 | $8,085-69.7% | $6,704-63.4% | $12,270-80.0% |