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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 | $35,388 | $45,079-21.5% | $69,461-49.1% | $72,983-51.5% |
| Participation rate | 63.3% | 68.5%-5.2pp | 74.6%-11.3pp | 69.5%-6.2pp |
| Annual return | 17.35% | 22.65%-5.3pp | 28.97%-11.6pp | 81.01%-63.7pp |
| Employer contribution / active EE | $759 | $2,055-63.1% | $2,779-72.7% | $2,440-68.9% |
| Participant deferral / active EE | $2,513 | $2,603-3.4% | $3,536-28.9% | $3,608-30.3% |
| Admin fee / account holder | $5,838 | $3,056+91.0% | $3,840+52.0% | $5,124+13.9% |