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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 | $71,258 | $86,949-18.0% | $102,460-30.5% | $80,959-12.0% |
| Participation rate | 35.3% | 72.4%-37.1pp | 76.5%-41.2pp | 67.7%-32.4pp |
| Annual return | 15.41% | 18.89%-3.5pp | 29.47%-14.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $982 | $2,370-58.5% | $3,025-67.5% | $2,757-64.4% |
| Participant deferral / active EE | $2,093 | $4,121-49.2% | $5,056-58.6% | $4,300-51.3% |
| Admin fee / account holder | $639 | $8,048-92.1% | $9,460-93.2% | $6,925-90.8% |