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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 | $64,450 | $54,541+18.2% | $78,778-18.2% | $70,126-8.1% |
| Participation rate | 56.7% | 60.8%-4.1pp | 69.2%-12.5pp | 69.5%-12.9pp |
| Annual return | 15.84% | 21.07%-5.2pp | 35.62%-19.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $520 | $1,089-52.3% | $1,986-73.8% | $2,343-77.8% |
| Participant deferral / active EE | $2,359 | $2,210+6.7% | $2,958-20.3% | $3,332-29.2% |
| Admin fee / account holder | $891 | $3,709-76.0% | $5,134-82.7% | $4,645-80.8% |