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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 | $74,866 | $81,358-8.0% | $155,556-51.9% | $80,959-7.5% |
| Participation rate | 60.9% | 66.3%-5.4pp | 78.2%-17.4pp | 67.7%-6.8pp |
| Annual return | 13.33% | 33.39%-20.1pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,276 | $3,106-58.9% | $4,675-72.7% | $2,757-53.7% |
| Participant deferral / active EE | $2,805 | $3,455-18.8% | $5,631-50.2% | $4,300-34.8% |
| Admin fee / account holder | $3,039 | $7,994-62.0% | $15,885-80.9% | $6,925-56.1% |