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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 | $73,787-21.8% | $98,716-41.5% | $82,448-30.0% |
| Participation rate | 38.7% | 61.4%-22.7pp | 69.3%-30.6pp | 68.1%-29.4pp |
| Annual return | 14.71% | 18.57%-3.9pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $779 | $1,511-48.5% | $2,279-65.8% | $2,551-69.5% |
| Participant deferral / active EE | $2,296 | $3,081-25.5% | $4,048-43.3% | $4,139-44.5% |
| Admin fee / account holder | $1,881 | $6,500-71.1% | $8,703-78.4% | $7,234-74.0% |