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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 | $69,152 | $81,457-15.1% | $103,378-33.1% | $80,911-14.5% |
| Participation rate | 24.1% | 66.8%-42.8pp | 74.5%-50.4pp | 67.6%-43.6pp |
| Annual return | 14.52% | 25.58%-11.1pp | 24.91%-10.4pp | 35.63%-21.1pp |
| Employer contribution / active EE | $849 | $3,107-72.7% | $3,870-78.1% | $2,756-69.2% |
| Participant deferral / active EE | $2,345 | $3,871-39.4% | $5,058-53.6% | $4,297-45.4% |
| Admin fee / account holder | $811 | $6,717-87.9% | $8,401-90.3% | $6,935-88.3% |