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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 | $57,779 | $64,920-11.0% | $103,693-44.3% | $86,983-33.6% |
| Participation rate | 22.6% | 63.6%-41.0pp | 72.6%-50.0pp | 69.5%-46.9pp |
| Annual return | 18.28% | 30.29%-12.0pp | 47.61%-29.3pp | 25.83%-7.5pp |
| Employer contribution / active EE | $408 | $2,141-81.0% | $2,920-86.0% | $2,584-84.2% |
| Participant deferral / active EE | $1,757 | $3,241-45.8% | $4,579-61.6% | $4,194-58.1% |
| Admin fee / account holder | $5,227 | $6,191-15.6% | $7,858-33.5% | $7,856-33.5% |