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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 | $60,556 | $87,106-30.5% | $105,607-42.7% | $80,935-25.2% |
| Participation rate | 65.0% | 70.4%-5.4pp | 75.3%-10.3pp | 67.7%-2.7pp |
| Annual return | 15.15% | 17.01%-1.9pp | 116.11%-101.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $955 | $2,396-60.2% | $3,167-69.9% | $2,757-65.4% |
| Participant deferral / active EE | $3,536 | $3,986-11.3% | $5,011-29.4% | $4,299-17.8% |
| Admin fee / account holder | $5,342 | $8,447-36.8% | $10,958-51.2% | $6,924-22.9% |