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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 | $56,475 | $55,889+1.0% | $76,119-25.8% | $80,935-30.2% |
| Participation rate | 30.0% | 62.1%-32.1pp | 69.1%-39.1pp | 67.7%-37.7pp |
| Annual return | 14.72% | 20.58%-5.9pp | 361.25%-346.5pp | 35.66%-20.9pp |
| Employer contribution / active EE | $637 | $1,866-65.8% | $2,693-76.3% | $2,757-76.9% |
| Participant deferral / active EE | $2,662 | $3,051-12.8% | $4,259-37.5% | $4,299-38.1% |
| Admin fee / account holder | $6,937 | $5,241+32.3% | $6,421+8.0% | $6,924+0.2% |