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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 | $65,615 | $72,273-9.2% | $101,275-35.2% | $79,856-17.8% |
| Participation rate | 56.4% | 68.5%-12.1pp | 75.8%-19.4pp | 69.6%-13.3pp |
| Annual return | 14.68% | 22.30%-7.6pp | 46.48%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $869 | $2,691-67.7% | $3,660-76.3% | $2,471-64.8% |
| Participant deferral / active EE | $2,467 | $3,282-24.8% | $4,371-43.5% | $3,741-34.0% |
| Admin fee / account holder | $1,619 | $4,401-63.2% | $5,948-72.8% | $5,306-69.5% |