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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 | $61,104 | $64,359-5.1% | $90,161-32.2% | $70,126-12.9% |
| Participation rate | 66.7% | 70.4%-3.8pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 17.36% | 28.13%-10.8pp | 34.89%-17.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $355 | $2,046-82.7% | $3,318-89.3% | $2,343-84.9% |
| Participant deferral / active EE | $2,740 | $4,389-37.6% | $5,287-48.2% | $3,332-17.8% |
| Admin fee / account holder | $3,035 | $3,945-23.1% | $5,943-48.9% | $4,645-34.7% |