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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 | $66,717 | $78,520-15.0% | $96,576-30.9% | $82,448-19.1% |
| Participation rate | 58.6% | 77.7%-19.1pp | 81.4%-22.8pp | 68.1%-9.4pp |
| Annual return | 17.49% | 41.30%-23.8pp | 38.47%-21.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $654 | $2,630-75.1% | $3,553-81.6% | $2,551-74.4% |
| Participant deferral / active EE | $3,451 | $6,754-48.9% | $7,956-56.6% | $4,139-16.6% |
| Admin fee / account holder | $4,466 | $13,455-66.8% | $11,381-60.8% | $7,234-38.3% |