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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 | $77,565 | $57,590+34.7% | $86,233-10.1% | $82,448-5.9% |
| Participation rate | 12.2% | 57.9%-45.7pp | 69.0%-56.9pp | 68.1%-55.9pp |
| Annual return | 19.83% | 22.41%-2.6pp | 61.39%-41.6pp | 41.64%-21.8pp |
| Employer contribution / active EE | $390 | $1,655-76.5% | $2,504-84.4% | $2,551-84.7% |
| Participant deferral / active EE | $1,682 | $3,080-45.4% | $4,559-63.1% | $4,139-59.4% |
| Admin fee / account holder | $3,995 | $4,730-15.5% | $8,342-52.1% | $7,234-44.8% |