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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 | $57,104 | $58,848-3.0% | $88,179-35.2% | $82,637-30.9% |
| Participation rate | 30.8% | 57.9%-27.1pp | 69.1%-38.4pp | 68.1%-37.3pp |
| Annual return | 16.99% | 22.76%-5.8pp | 64.97%-48.0pp | 53.51%-36.5pp |
| Employer contribution / active EE | $367 | $1,678-78.1% | $2,549-85.6% | $2,552-85.6% |
| Participant deferral / active EE | $2,215 | $3,124-29.1% | $4,614-52.0% | $4,126-46.3% |
| Admin fee / account holder | $2,079 | $4,795-56.7% | $7,673-72.9% | $7,339-71.7% |