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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 | $55,813 | $76,407-27.0% | $150,298-62.9% | $82,448-32.3% |
| Participation rate | 37.9% | 66.4%-28.5pp | 77.8%-39.8pp | 68.1%-30.1pp |
| Annual return | 18.74% | 39.99%-21.3pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $578 | $2,614-77.9% | $4,154-86.1% | $2,551-77.3% |
| Participant deferral / active EE | $2,613 | $3,214-18.7% | $5,453-52.1% | $4,139-36.9% |
| Admin fee / account holder | $3,657 | $6,352-42.4% | $14,116-74.1% | $7,234-49.4% |