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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 | $58,900 | $81,504-27.7% | $102,437-42.5% | $80,959-27.2% |
| Participation rate | 63.7% | 66.9%-3.1pp | 74.5%-10.8pp | 67.7%-3.9pp |
| Annual return | 11.79% | 25.60%-13.8pp | 24.95%-13.2pp | 35.67%-23.9pp |
| Employer contribution / active EE | $914 | $3,104-70.5% | $3,871-76.4% | $2,757-66.8% |
| Participant deferral / active EE | $3,185 | $3,871-17.7% | $5,060-37.1% | $4,300-25.9% |
| Admin fee / account holder | $2,715 | $6,719-59.6% | $8,388-67.6% | $6,925-60.8% |