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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 | $67,478 | $215,361-68.7% | $171,082-60.6% | $273,972-75.4% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 8.13% | 25.14%-17.0pp | 32.56%-24.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $851 | $4,967-82.9% | $4,002-78.7% | $4,869-82.5% |
| Participant deferral / active EE | $2,222 | $5,543-59.9% | $4,797-53.7% | $5,287-58.0% |
| Admin fee / account holder | $2,494 | $10,846-77.0% | $8,520-70.7% | $10,133-75.4% |