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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 | $75,852 | $59,839+26.8% | $81,988-7.5% | $79,858-5.0% |
| Participation rate | 39.5% | 61.6%-22.1pp | 69.3%-29.8pp | 69.6%-30.2pp |
| Annual return | 12.64% | 17.56%-4.9pp | 41.31%-28.7pp | 31.72%-19.1pp |
| Employer contribution / active EE | $781 | $1,713-54.4% | $2,498-68.7% | $2,471-68.4% |
| Participant deferral / active EE | $2,471 | $2,695-8.3% | $3,722-33.6% | $3,740-33.9% |
| Admin fee / account holder | $6,831 | $4,287+59.3% | $5,665+20.6% | $5,306+28.7% |