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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 | $71,189 | $76,834-7.3% | $108,359-34.3% | $87,485-18.6% |
| Participation rate | 41.5% | 61.7%-20.3pp | 70.1%-28.7pp | 68.9%-27.5pp |
| Annual return | 13.30% | 19.09%-5.8pp | 36.89%-23.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $427 | $1,556-72.6% | $2,399-82.2% | $2,596-83.5% |
| Participant deferral / active EE | $2,083 | $3,100-32.8% | $4,137-49.6% | $4,274-51.3% |
| Admin fee / account holder | $2,349 | $6,537-64.1% | $9,741-75.9% | $7,775-69.8% |