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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 | $61,539 | $64,920-5.2% | $103,693-40.7% | $86,983-29.3% |
| Participation rate | 32.1% | 63.6%-31.4pp | 72.6%-40.5pp | 69.5%-37.4pp |
| Annual return | 17.45% | 30.29%-12.8pp | 47.61%-30.2pp | 25.83%-8.4pp |
| Employer contribution / active EE | $757 | $2,141-64.6% | $2,920-74.1% | $2,584-70.7% |
| Participant deferral / active EE | $2,589 | $3,241-20.1% | $4,579-43.5% | $4,194-38.3% |
| Admin fee / account holder | $3,139 | $6,191-49.3% | $7,858-60.1% | $7,856-60.0% |