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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 | $50,563 | $52,580-3.8% | $71,671-29.5% | $70,126-27.9% |
| Participation rate | 57.1% | 60.9%-3.7pp | 68.7%-11.6pp | 69.5%-12.4pp |
| Annual return | 13.09% | 20.25%-7.2pp | 20.65%-7.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $744 | $1,616-54.0% | $2,460-69.8% | $2,343-68.3% |
| Participant deferral / active EE | $1,616 | $2,386-32.3% | $3,438-53.0% | $3,332-51.5% |
| Admin fee / account holder | $991 | $3,653-72.9% | $5,558-82.2% | $4,645-78.7% |