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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 | $62,132 | $67,894-8.5% | $89,340-30.5% | $82,448-24.6% |
| Participation rate | 36.4% | 64.0%-27.7pp | 69.6%-33.2pp | 68.1%-31.7pp |
| Annual return | 15.50% | 19.21%-3.7pp | 20.57%-5.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $514 | $1,828-71.9% | $2,231-77.0% | $2,551-79.9% |
| Participant deferral / active EE | $1,498 | $3,072-51.2% | $3,823-60.8% | $4,139-63.8% |
| Admin fee / account holder | $3,158 | $5,723-44.8% | $6,704-52.9% | $7,234-56.3% |