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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 | $107,666-39.5% | $102,184-36.2% | $154,746-57.9% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 18.27% | 29.33%-11.1pp | 31.58%-13.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $953 | $3,846-75.2% | $3,594-73.5% | $4,379-78.2% |
| Participant deferral / active EE | $9,025 | $8,719+3.5% | $8,309+8.6% | $6,730+34.1% |
| Admin fee / account holder | $1,379 | $12,943-89.3% | $11,609-88.1% | $14,365-90.4% |