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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 | $61,857 | $72,273-14.4% | $101,275-38.9% | $79,856-22.5% |
| Participation rate | 38.5% | 68.5%-30.0pp | 75.8%-37.3pp | 69.6%-31.2pp |
| Annual return | 17.78% | 22.30%-4.5pp | 46.48%-28.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $850 | $2,691-68.4% | $3,660-76.8% | $2,471-65.6% |
| Participant deferral / active EE | $1,589 | $3,282-51.6% | $4,371-63.6% | $3,741-57.5% |
| Admin fee / account holder | $406 | $4,401-90.8% | $5,948-93.2% | $5,306-92.3% |