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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 | $65,844 | $76,407-13.8% | $150,298-56.2% | $82,448-20.1% |
| Participation rate | 39.0% | 66.4%-27.4pp | 77.8%-38.7pp | 68.1%-29.0pp |
| Annual return | 19.50% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $929 | $2,614-64.5% | $4,154-77.6% | $2,551-63.6% |
| Participant deferral / active EE | $2,343 | $3,214-27.1% | $5,453-57.0% | $4,139-43.4% |
| Admin fee / account holder | $4,503 | $6,352-29.1% | $14,116-68.1% | $7,234-37.8% |