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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 | $75,329 | $94,436-20.2% | $115,599-34.8% | $82,637-8.8% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.3%-17.1pp | 68.1%-10.9pp |
| Annual return | 17.02% | 18.37%-1.4pp | 111.10%-94.1pp | 53.51%-36.5pp |
| Employer contribution / active EE | $827 | $2,324-64.4% | $2,955-72.0% | $2,552-67.6% |
| Participant deferral / active EE | $2,387 | $3,955-39.6% | $4,889-51.2% | $4,126-42.2% |
| Admin fee / account holder | $991 | $10,328-90.4% | $12,841-92.3% | $7,339-86.5% |