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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 | $60,477 | $79,894-24.3% | $135,792-55.5% | $82,637-26.8% |
| Participation rate | 37.1% | 63.0%-25.9pp | 72.6%-35.4pp | 68.1%-30.9pp |
| Annual return | 12.99% | 17.20%-4.2pp | 25.96%-13.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $808 | $2,165-62.7% | $3,496-76.9% | $2,552-68.3% |
| Participant deferral / active EE | $1,803 | $3,194-43.6% | $4,759-62.1% | $4,126-56.3% |
| Admin fee / account holder | $2,683 | $6,434-58.3% | $12,266-78.1% | $7,339-63.4% |