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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 | $58,526 | $41,377+41.4% | $109,313-46.5% | $62,881-6.9% |
| Participation rate | 31.4% | 57.5%-26.2pp | 71.3%-39.9pp | 69.3%-37.9pp |
| Annual return | 8.91% | 11.05%-2.1pp | 22.07%-13.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $377 | $1,276-70.4% | $3,892-90.3% | $2,281-83.5% |
| Participant deferral / active EE | $1,147 | $2,045-43.9% | $3,166-63.8% | $3,203-64.2% |
| Admin fee / account holder | $2,182 | $2,884-24.3% | $5,666-61.5% | $4,296-49.2% |