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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 | $58,206 | $54,541+6.7% | $78,778-26.1% | $70,126-17.0% |
| Participation rate | 42.5% | 60.8%-18.3pp | 69.2%-26.7pp | 69.5%-27.0pp |
| Annual return | 12.54% | 21.07%-8.5pp | 35.62%-23.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $719 | $1,089-33.9% | $1,986-63.8% | $2,343-69.3% |
| Participant deferral / active EE | $2,191 | $2,210-0.8% | $2,958-25.9% | $3,332-34.2% |
| Admin fee / account holder | $1,729 | $3,709-53.4% | $5,134-66.3% | $4,645-62.8% |