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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 | $57,377 | $136,860-58.1% | $120,344-52.3% | $154,746-62.9% |
| Participation rate | 61.1% | 79.9%-18.8pp | 76.7%-15.6pp | 80.7%-19.6pp |
| Annual return | 17.74% | 21.38%-3.6pp | 20.30%-2.6pp | 172.34%-154.6pp |
| Employer contribution / active EE | $961 | $3,533-72.8% | $3,020-68.2% | $4,379-78.1% |
| Participant deferral / active EE | $4,003 | $5,793-30.9% | $5,135-22.0% | $6,730-40.5% |
| Admin fee / account holder | $624 | $15,393-95.9% | $12,742-95.1% | $14,365-95.7% |