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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 | $62,253 | $67,894-8.3% | $89,340-30.3% | $82,448-24.5% |
| Participation rate | 16.9% | 64.0%-47.1pp | 69.6%-52.6pp | 68.1%-51.1pp |
| Annual return | 18.37% | 19.21%-0.8pp | 20.57%-2.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $845 | $1,828-53.8% | $2,231-62.1% | $2,551-66.9% |
| Participant deferral / active EE | $1,603 | $3,072-47.8% | $3,823-58.1% | $4,139-61.3% |
| Admin fee / account holder | $696 | $5,723-87.8% | $6,704-89.6% | $7,234-90.4% |