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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 | $73,038 | $63,082+15.8% | $81,716-10.6% | $79,852-8.5% |
| Participation rate | 36.7% | 67.5%-30.9pp | 72.0%-35.3pp | 69.6%-33.0pp |
| Annual return | 12.00% | 22.66%-10.7pp | 29.49%-17.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $654 | $1,795-63.6% | $4,310-84.8% | $2,471-73.5% |
| Participant deferral / active EE | $2,099 | $2,780-24.5% | $7,108-70.5% | $3,740-43.9% |
| Admin fee / account holder | $1,229 | $4,428-72.3% | $5,159-76.2% | $5,306-76.8% |