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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 | $61,787 | $73,787-16.3% | $98,716-37.4% | $82,448-25.1% |
| Participation rate | 56.3% | 61.4%-5.2pp | 69.3%-13.0pp | 68.1%-11.8pp |
| Annual return | 17.93% | 18.57%-0.6pp | 31.81%-13.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $801 | $1,511-47.0% | $2,279-64.8% | $2,551-68.6% |
| Participant deferral / active EE | $4,144 | $3,081+34.5% | $4,048+2.4% | $4,139+0.1% |
| Admin fee / account holder | $3,339 | $6,500-48.6% | $8,703-61.6% | $7,234-53.8% |