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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 | $55,441 | $65,364-15.2% | $92,909-40.3% | $72,975-24.0% |
| Participation rate | 65.0% | 68.3%-3.3pp | 76.0%-11.0pp | 69.5%-4.5pp |
| Annual return | 16.75% | 42.11%-25.4pp | 109.44%-92.7pp | 81.01%-64.3pp |
| Employer contribution / active EE | $777 | $2,594-70.1% | $3,653-78.7% | $2,440-68.2% |
| Participant deferral / active EE | $1,943 | $3,128-37.9% | $4,238-54.1% | $3,608-46.1% |
| Admin fee / account holder | $8,750 | $4,251+105.8% | $5,795+51.0% | $5,124+70.8% |