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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 | $62,992 | $54,541+15.5% | $78,778-20.0% | $70,126-10.2% |
| Participation rate | 47.2% | 60.8%-13.6pp | 69.2%-22.0pp | 69.5%-22.4pp |
| Annual return | 13.27% | 21.07%-7.8pp | 35.62%-22.3pp | 73.15%-59.9pp |
| Employer contribution / active EE | $525 | $1,089-51.8% | $1,986-73.6% | $2,343-77.6% |
| Participant deferral / active EE | $1,994 | $2,210-9.8% | $2,958-32.6% | $3,332-40.2% |
| Admin fee / account holder | $2,390 | $3,709-35.5% | $5,134-53.4% | $4,645-48.5% |