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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 | $65,168 | $100,970-35.5% | $96,576-32.5% | $137,256-52.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 18.27% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $953 | $3,809-75.0% | $3,553-73.2% | $4,156-77.1% |
| Participant deferral / active EE | $9,025 | $8,286+8.9% | $7,956+13.4% | $6,407+40.9% |
| Admin fee / account holder | $1,379 | $11,312-87.8% | $11,381-87.9% | $12,270-88.8% |