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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 | $69,755 | $65,364+6.7% | $92,909-24.9% | $72,975-4.4% |
| Participation rate | 37.8% | 68.3%-30.5pp | 76.0%-38.2pp | 69.5%-31.7pp |
| Annual return | 20.73% | 42.11%-21.4pp | 109.44%-88.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $912 | $2,594-64.9% | $3,653-75.0% | $2,440-62.6% |
| Participant deferral / active EE | $2,061 | $3,128-34.1% | $4,238-51.4% | $3,608-42.9% |
| Admin fee / account holder | $635 | $4,251-85.1% | $5,795-89.0% | $5,124-87.6% |