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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 | $70,591 | $72,486-2.6% | $87,103-19.0% | $72,976-3.3% |
| Participation rate | 28.6% | 72.8%-44.2pp | 76.9%-48.3pp | 69.5%-40.9pp |
| Annual return | 18.57% | 24.46%-5.9pp | 28.19%-9.6pp | 81.02%-62.4pp |
| Employer contribution / active EE | $506 | $1,894-73.3% | $2,521-79.9% | $2,440-79.3% |
| Participant deferral / active EE | $1,550 | $3,270-52.6% | $4,049-61.7% | $3,608-57.0% |
| Admin fee / account holder | $915 | $5,055-81.9% | $7,491-87.8% | $5,124-82.1% |