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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 | $51,036 | $81,358-37.3% | $155,556-67.2% | $80,959-37.0% |
| Participation rate | 62.1% | 66.3%-4.2pp | 78.2%-16.2pp | 67.7%-5.6pp |
| Annual return | 16.48% | 33.39%-16.9pp | 64.84%-48.4pp | 35.67%-19.2pp |
| Employer contribution / active EE | $677 | $3,106-78.2% | $4,675-85.5% | $2,757-75.5% |
| Participant deferral / active EE | $1,828 | $3,455-47.1% | $5,631-67.5% | $4,300-57.5% |
| Admin fee / account holder | $1,082 | $7,994-86.5% | $15,885-93.2% | $6,925-84.4% |