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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 | $57,706 | $76,834-24.9% | $108,359-46.7% | $87,485-34.0% |
| Participation rate | 38.7% | 61.7%-23.0pp | 70.1%-31.4pp | 68.9%-30.2pp |
| Annual return | 14.71% | 19.09%-4.4pp | 36.89%-22.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $779 | $1,556-50.0% | $2,399-67.5% | $2,596-70.0% |
| Participant deferral / active EE | $2,296 | $3,100-25.9% | $4,137-44.5% | $4,274-46.3% |
| Admin fee / account holder | $1,881 | $6,537-71.2% | $9,741-80.7% | $7,775-75.8% |