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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 | $55,707 | $41,377+34.6% | $109,313-49.0% | $62,881-11.4% |
| Participation rate | 26.9% | 57.5%-30.7pp | 71.3%-44.4pp | 69.3%-42.4pp |
| Annual return | 6.23% | 11.05%-4.8pp | 22.07%-15.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $708 | $1,276-44.5% | $3,892-81.8% | $2,281-69.0% |
| Participant deferral / active EE | $1,030 | $2,045-49.6% | $3,166-67.5% | $3,203-67.8% |
| Admin fee / account holder | $2,407 | $2,884-16.5% | $5,666-57.5% | $4,296-44.0% |