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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 | $74,535-4.5% | $100,712-29.3% | $82,637-13.9% |
| Participation rate | 41.5% | 61.2%-19.7pp | 69.3%-27.8pp | 68.1%-26.6pp |
| Annual return | 13.30% | 18.92%-5.6pp | 33.27%-20.0pp | 53.51%-40.2pp |
| Employer contribution / active EE | $427 | $1,503-71.6% | $2,313-81.5% | $2,552-83.3% |
| Participant deferral / active EE | $2,083 | $3,074-32.2% | $4,085-49.0% | $4,126-49.5% |
| Admin fee / account holder | $2,349 | $6,576-64.3% | $9,256-74.6% | $7,339-68.0% |