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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 | $36,603 | $48,078-23.9% | $78,676-53.5% | $62,881-41.8% |
| Participation rate | 60.5% | 65.2%-4.7pp | 73.6%-13.1pp | 69.3%-8.8pp |
| Annual return | 5.00% | 31.36%-26.4pp | 62.19%-57.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $504 | $2,015-75.0% | $2,850-82.3% | $2,281-77.9% |
| Participant deferral / active EE | $1,665 | $2,587-35.6% | $3,517-52.7% | $3,203-48.0% |
| Admin fee / account holder | $2,676 | $3,206-16.5% | $4,510-40.7% | $4,296-37.7% |