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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 | $69,059 | $67,894+1.7% | $89,340-22.7% | $82,448-16.2% |
| Participation rate | 22.7% | 64.0%-41.3pp | 69.6%-46.8pp | 68.1%-45.3pp |
| Annual return | 13.05% | 19.21%-6.2pp | 20.57%-7.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $713 | $1,828-61.0% | $2,231-68.1% | $2,551-72.1% |
| Participant deferral / active EE | $1,233 | $3,072-59.9% | $3,823-67.7% | $4,139-70.2% |
| Admin fee / account holder | $772 | $5,723-86.5% | $6,704-88.5% | $7,234-89.3% |