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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 | $62,845 | $54,541+15.2% | $78,778-20.2% | $70,126-10.4% |
| Participation rate | 46.5% | 60.8%-14.3pp | 69.2%-22.7pp | 69.5%-23.0pp |
| Annual return | 15.46% | 21.07%-5.6pp | 35.62%-20.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $801 | $1,089-26.4% | $1,986-59.7% | $2,343-65.8% |
| Participant deferral / active EE | $1,257 | $2,210-43.1% | $2,958-57.5% | $3,332-62.3% |
| Admin fee / account holder | $3,205 | $3,709-13.6% | $5,134-37.6% | $4,645-31.0% |