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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 | $81,460 | $86,050-5.3% | $189,758-57.1% | $94,015-13.4% |
| Participation rate | 27.9% | 68.9%-41.0pp | 79.8%-51.9pp | 70.8%-43.0pp |
| Annual return | 16.03% | 17.77%-1.7pp | 52.62%-36.6pp | 17.84%-1.8pp |
| Employer contribution / active EE | $591 | $2,819-79.0% | $4,767-87.6% | $2,790-78.8% |
| Participant deferral / active EE | $1,167 | $3,349-65.2% | $5,856-80.1% | $4,249-72.5% |
| Admin fee / account holder | $1,875 | $6,627-71.7% | $20,388-90.8% | $8,951-79.1% |