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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 | $74,323 | $114,712-35.2% | $173,730-57.2% | $87,485-15.0% |
| Participation rate | 55.1% | 73.0%-17.9pp | 79.6%-24.5pp | 68.9%-13.8pp |
| Annual return | 16.27% | 20.18%-3.9pp | 19.96%-3.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $795 | $2,904-72.6% | $4,577-82.6% | $2,596-69.4% |
| Participant deferral / active EE | $3,211 | $4,642-30.8% | $6,326-49.2% | $4,274-24.9% |
| Admin fee / account holder | $537 | $10,210-94.7% | $17,523-96.9% | $7,775-93.1% |