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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 | $59,070 | $81,476-27.5% | $102,383-42.3% | $80,925-27.0% |
| Participation rate | 41.2% | 66.8%-25.7pp | 74.5%-33.3pp | 67.7%-26.5pp |
| Annual return | 18.21% | 25.59%-7.4pp | 24.94%-6.7pp | 35.65%-17.4pp |
| Employer contribution / active EE | $854 | $3,105-72.5% | $3,870-77.9% | $2,756-69.0% |
| Participant deferral / active EE | $3,012 | $3,871-22.2% | $5,060-40.5% | $4,299-29.9% |
| Admin fee / account holder | $5,274 | $6,717-21.5% | $8,391-37.2% | $6,940-24.0% |