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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 | $62,239 | $81,476-23.6% | $102,383-39.2% | $80,925-23.1% |
| Participation rate | 32.1% | 66.8%-34.7pp | 74.5%-42.4pp | 67.7%-35.5pp |
| Annual return | 12.56% | 25.59%-13.0pp | 24.94%-12.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $819 | $3,105-73.6% | $3,870-78.8% | $2,756-70.3% |
| Participant deferral / active EE | $2,857 | $3,871-26.2% | $5,060-43.5% | $4,299-33.5% |
| Admin fee / account holder | $5,039 | $6,717-25.0% | $8,391-39.9% | $6,940-27.4% |