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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 | $71,566 | $75,541-5.3% | $152,093-52.9% | $82,637-13.4% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 14.49% | 32.56%-18.1pp | 66.36%-51.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $706 | $2,622-73.1% | $4,175-83.1% | $2,552-72.3% |
| Participant deferral / active EE | $2,584 | $3,206-19.4% | $5,451-52.6% | $4,126-37.4% |
| Admin fee / account holder | $2,335 | $6,405-63.5% | $14,497-83.9% | $7,339-68.2% |