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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 | $59,218 | $67,606-12.4% | $82,313-28.1% | $70,124-15.6% |
| Participation rate | 64.8% | 72.8%-8.0pp | 76.9%-12.1pp | 69.5%-4.7pp |
| Annual return | 14.02% | 21.57%-7.5pp | 25.88%-11.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $775 | $1,755-55.9% | $2,428-68.1% | $2,342-66.9% |
| Participant deferral / active EE | $1,699 | $2,987-43.1% | $3,706-54.2% | $3,332-49.0% |
| Admin fee / account holder | $956 | $4,512-78.8% | $5,608-83.0% | $4,645-79.4% |