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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 | $69,518 | $76,407-9.0% | $150,298-53.7% | $82,448-15.7% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 20.42% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $822 | $2,614-68.6% | $4,154-80.2% | $2,551-67.8% |
| Participant deferral / active EE | $5,000 | $3,214+55.6% | $5,453-8.3% | $4,139+20.8% |
| Admin fee / account holder | $2,717 | $6,352-57.2% | $14,116-80.7% | $7,234-62.4% |