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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 | $73,085 | $76,834-4.9% | $108,359-32.6% | $87,485-16.5% |
| Participation rate | 25.6% | 61.7%-36.1pp | 70.1%-44.5pp | 68.9%-43.4pp |
| Annual return | 17.09% | 19.09%-2.0pp | 36.89%-19.8pp | 26.06%-9.0pp |
| Employer contribution / active EE | $759 | $1,556-51.2% | $2,399-68.3% | $2,596-70.7% |
| Participant deferral / active EE | $1,329 | $3,100-57.1% | $4,137-67.9% | $4,274-68.9% |
| Admin fee / account holder | $5,211 | $6,537-20.3% | $9,741-46.5% | $7,775-33.0% |