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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 | $45,985 | $69,590-33.9% | $136,867-66.4% | $94,015-51.1% |
| Participation rate | 60.0% | 66.3%-6.3pp | 74.5%-14.5pp | 70.8%-10.8pp |
| Annual return | 13.48% | 19.62%-6.1pp | 42.97%-29.5pp | 17.84%-4.4pp |
| Employer contribution / active EE | $751 | $2,396-68.7% | $3,547-78.8% | $2,790-73.1% |
| Participant deferral / active EE | $1,176 | $3,437-65.8% | $4,924-76.1% | $4,249-72.3% |
| Admin fee / account holder | $2,849 | $8,912-68.0% | $10,340-72.4% | $8,951-68.2% |