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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 | $68,709 | $64,920+5.8% | $103,693-33.7% | $86,983-21.0% |
| Participation rate | 40.0% | 63.6%-23.6pp | 72.6%-32.6pp | 69.5%-29.5pp |
| Annual return | 15.19% | 30.29%-15.1pp | 47.61%-32.4pp | 25.83%-10.6pp |
| Employer contribution / active EE | $734 | $2,141-65.7% | $2,920-74.9% | $2,584-71.6% |
| Participant deferral / active EE | $1,315 | $3,241-59.4% | $4,579-71.3% | $4,194-68.6% |
| Admin fee / account holder | $4,797 | $6,191-22.5% | $7,858-39.0% | $7,856-38.9% |