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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 | $71,562 | $73,787-3.0% | $98,716-27.5% | $82,448-13.2% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.3%-39.7pp | 68.1%-38.4pp |
| Annual return | 12.49% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $610 | $1,511-59.6% | $2,279-73.2% | $2,551-76.1% |
| Participant deferral / active EE | $1,397 | $3,081-54.7% | $4,048-65.5% | $4,139-66.3% |
| Admin fee / account holder | $2,934 | $6,500-54.9% | $8,703-66.3% | $7,234-59.4% |