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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 | $67,845 | $64,920+4.5% | $103,693-34.6% | $86,983-22.0% |
| Participation rate | 29.1% | 63.6%-34.5pp | 72.6%-43.6pp | 69.5%-40.5pp |
| Annual return | 21.33% | 30.29%-9.0pp | 47.61%-26.3pp | 25.83%-4.5pp |
| Employer contribution / active EE | $680 | $2,141-68.2% | $2,920-76.7% | $2,584-73.7% |
| Participant deferral / active EE | $1,848 | $3,241-43.0% | $4,579-59.6% | $4,194-55.9% |
| Admin fee / account holder | $3,266 | $6,191-47.3% | $7,858-58.4% | $7,856-58.4% |