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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 | $58,685 | $54,757+7.2% | $90,300-35.0% | $72,983-19.6% |
| Participation rate | 26.8% | 65.1%-38.3pp | 73.3%-46.4pp | 69.5%-42.7pp |
| Annual return | 19.14% | 30.63%-11.5pp | 78.11%-59.0pp | 81.01%-61.9pp |
| Employer contribution / active EE | $714 | $2,092-65.9% | $2,854-75.0% | $2,440-70.7% |
| Participant deferral / active EE | $2,857 | $2,887-1.0% | $3,884-26.5% | $3,608-20.8% |
| Admin fee / account holder | $5,809 | $3,972+46.3% | $5,353+8.5% | $5,124+13.4% |