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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 | $65,258 | $162,967-60.0% | $135,792-51.9% | $138,895-53.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 18.27% | 30.08%-11.8pp | 25.96%-7.7pp | 145.39%-127.1pp |
| Employer contribution / active EE | $963 | $4,211-77.1% | $3,496-72.5% | $4,194-77.0% |
| Participant deferral / active EE | $2,116 | $5,640-62.5% | $4,759-55.5% | $6,396-66.9% |
| Admin fee / account holder | $1,580 | $15,306-89.7% | $12,266-87.1% | $12,562-87.4% |