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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 | $73,451 | $78,690-6.7% | $161,489-54.5% | $87,485-16.0% |
| Participation rate | 29.6% | 67.5%-37.8pp | 78.7%-49.1pp | 68.9%-39.3pp |
| Annual return | 21.89% | 32.74%-10.9pp | 89.72%-67.8pp | 26.06%-4.2pp |
| Employer contribution / active EE | $619 | $2,588-76.1% | $4,268-85.5% | $2,596-76.2% |
| Participant deferral / active EE | $2,322 | $3,311-29.9% | $5,630-58.7% | $4,274-45.7% |
| Admin fee / account holder | $1,807 | $6,724-73.1% | $16,006-88.7% | $7,775-76.8% |