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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 | $59,431 | $100,970-41.1% | $96,576-38.5% | $137,256-56.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 14.32% | 38.16%-23.8pp | 38.47%-24.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $628 | $3,809-83.5% | $3,553-82.3% | $4,156-84.9% |
| Participant deferral / active EE | $5,041 | $8,286-39.2% | $7,956-36.6% | $6,407-21.3% |
| Admin fee / account holder | $592 | $11,312-94.8% | $11,381-94.8% | $12,270-95.2% |