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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 | $60,609 | $73,978-18.1% | $96,515-37.2% | $75,173-19.4% |
| Participation rate | 32.1% | 66.4%-34.3pp | 74.3%-42.2pp | 67.2%-35.1pp |
| Annual return | 14.25% | 26.72%-12.5pp | 35.73%-21.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $801 | $2,931-72.7% | $3,740-78.6% | $2,671-70.0% |
| Participant deferral / active EE | $2,514 | $3,660-31.3% | $4,880-48.5% | $4,126-39.1% |
| Admin fee / account holder | $2,099 | $5,219-59.8% | $6,735-68.8% | $5,651-62.9% |