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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 | $68,012 | $107,733-36.9% | $92,985-26.9% | $154,746-56.0% |
| Participation rate | 63.2% | 74.6%-11.4pp | 69.5%-6.3pp | 80.7%-17.5pp |
| Annual return | 11.76% | 30.39%-18.6pp | 27.99%-16.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $771 | $3,126-75.3% | $2,662-71.0% | $4,379-82.4% |
| Participant deferral / active EE | $1,996 | $5,053-60.5% | $4,377-54.4% | $6,730-70.3% |
| Admin fee / account holder | $3,947 | $11,369-65.3% | $9,463-58.3% | $14,365-72.5% |