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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 | $72,689 | $78,670-7.6% | $109,173-33.4% | $85,847-15.3% |
| Participation rate | 24.2% | 68.3%-44.1pp | 75.9%-51.7pp | 69.3%-45.1pp |
| Annual return | 12.89% | 25.09%-12.2pp | 25.75%-12.9pp | 318.61%-305.7pp |
| Employer contribution / active EE | $823 | $2,734-69.9% | $3,723-77.9% | $2,565-67.9% |
| Participant deferral / active EE | $2,003 | $3,467-42.2% | $4,654-57.0% | $3,952-49.3% |
| Admin fee / account holder | $11,054 | $5,469+102.1% | $6,755+63.6% | $6,261+76.6% |