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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 | $77,968 | $69,590+12.0% | $136,867-43.0% | $94,015-17.1% |
| Participation rate | 60.0% | 66.3%-6.3pp | 74.5%-14.5pp | 70.8%-10.8pp |
| Annual return | 12.69% | 19.62%-6.9pp | 42.97%-30.3pp | 17.84%-5.2pp |
| Employer contribution / active EE | $910 | $2,396-62.0% | $3,547-74.4% | $2,790-67.4% |
| Participant deferral / active EE | $5,207 | $3,437+51.5% | $4,924+5.8% | $4,249+22.5% |
| Admin fee / account holder | $6,744 | $8,912-24.3% | $10,340-34.8% | $8,951-24.7% |