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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 | $61,373 | $58,627+4.7% | $76,735-20.0% | $82,448-25.6% |
| Participation rate | 32.5% | 63.2%-30.7pp | 69.5%-37.0pp | 68.1%-35.6pp |
| Annual return | 14.32% | 39.10%-24.8pp | 29.77%-15.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $515 | $1,729-70.2% | $2,454-79.0% | $2,551-79.8% |
| Participant deferral / active EE | $1,985 | $3,134-36.7% | $4,088-51.5% | $4,139-52.1% |
| Admin fee / account holder | $1,057 | $5,323-80.1% | $7,189-85.3% | $7,234-85.4% |