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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 | $67,553 | $76,407-11.6% | $150,298-55.1% | $82,448-18.1% |
| Participation rate | 56.4% | 66.4%-10.0pp | 77.8%-21.4pp | 68.1%-11.7pp |
| Annual return | 16.42% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $782 | $2,614-70.1% | $4,154-81.2% | $2,551-69.3% |
| Participant deferral / active EE | $1,659 | $3,214-48.4% | $5,453-69.6% | $4,139-59.9% |
| Admin fee / account holder | $2,541 | $6,352-60.0% | $14,116-82.0% | $7,234-64.9% |