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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 | $67,094 | $72,273-7.2% | $101,275-33.8% | $79,856-16.0% |
| Participation rate | 34.0% | 68.5%-34.5pp | 75.8%-41.8pp | 69.6%-35.7pp |
| Annual return | 22.04% | 22.30%-0.3pp | 46.48%-24.4pp | 31.71%-9.7pp |
| Employer contribution / active EE | $881 | $2,691-67.2% | $3,660-75.9% | $2,471-64.3% |
| Participant deferral / active EE | $1,677 | $3,282-48.9% | $4,371-61.6% | $3,741-55.2% |
| Admin fee / account holder | $545 | $4,401-87.6% | $5,948-90.8% | $5,306-89.7% |