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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 | $61,532 | $172,111-64.2% | $150,298-59.1% | $137,256-55.2% |
| Participation rate | 68.2% | 81.7%-13.5pp | 77.8%-9.6pp | 80.0%-11.8pp |
| Annual return | 17.05% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $882 | $4,636-81.0% | $4,154-78.8% | $4,156-78.8% |
| Participant deferral / active EE | $2,687 | $6,166-56.4% | $5,453-50.7% | $6,407-58.1% |
| Admin fee / account holder | $892 | $16,471-94.6% | $14,116-93.7% | $12,270-92.7% |