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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 | $58,444 | $75,541-22.6% | $152,093-61.6% | $82,637-29.3% |
| Participation rate | 64.1% | 66.5%-2.4pp | 77.8%-13.7pp | 68.1%-4.0pp |
| Annual return | 15.79% | 32.56%-16.8pp | 66.36%-50.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $889 | $2,622-66.1% | $4,175-78.7% | $2,552-65.1% |
| Participant deferral / active EE | $2,239 | $3,206-30.2% | $5,451-58.9% | $4,126-45.7% |
| Admin fee / account holder | $5,884 | $6,405-8.1% | $14,497-59.4% | $7,339-19.8% |