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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 | $70,356 | $97,550-27.9% | $120,344-41.5% | $87,485-19.6% |
| Participation rate | 40.5% | 72.8%-32.3pp | 76.7%-36.2pp | 68.9%-28.5pp |
| Annual return | 13.96% | 18.41%-4.4pp | 20.30%-6.3pp | 26.06%-12.1pp |
| Employer contribution / active EE | $838 | $2,291-63.4% | $3,020-72.3% | $2,596-67.7% |
| Participant deferral / active EE | $2,819 | $4,230-33.4% | $5,135-45.1% | $4,274-34.0% |
| Admin fee / account holder | $2,387 | $9,543-75.0% | $12,742-81.3% | $7,775-69.3% |