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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 | $63,865 | $62,549+2.1% | $85,705-25.5% | $85,851-25.6% |
| Participation rate | 37.1% | 61.1%-24.0pp | 69.9%-32.7pp | 69.3%-32.2pp |
| Annual return | 14.09% | 23.77%-9.7pp | 21.49%-7.4pp | 318.63%-304.5pp |
| Employer contribution / active EE | $442 | $1,755-74.8% | $2,619-83.1% | $2,565-82.8% |
| Participant deferral / active EE | $2,647 | $2,802-5.5% | $3,924-32.5% | $3,952-33.0% |
| Admin fee / account holder | $4,170 | $4,644-10.2% | $6,877-39.4% | $6,261-33.4% |