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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 | $82,038 | $58,627+39.9% | $76,735+6.9% | $82,448-0.5% |
| Participation rate | 60.3% | 63.2%-3.0pp | 69.5%-9.2pp | 68.1%-7.8pp |
| Annual return | 14.94% | 39.10%-24.2pp | 29.77%-14.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $598 | $1,729-65.4% | $2,454-75.6% | $2,551-76.5% |
| Participant deferral / active EE | $4,227 | $3,134+34.9% | $4,088+3.4% | $4,139+2.1% |
| Admin fee / account holder | $11,514 | $5,323+116.3% | $7,189+60.2% | $7,234+59.2% |