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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 | $65,655 | $58,851+11.6% | $115,170-43.0% | $72,975-10.0% |
| Participation rate | 61.3% | 65.5%-4.3pp | 75.9%-14.6pp | 69.5%-8.2pp |
| Annual return | 17.54% | 23.16%-5.6pp | 35.60%-18.1pp | 81.01%-63.5pp |
| Employer contribution / active EE | $982 | $1,798-45.4% | $3,179-69.1% | $2,440-59.8% |
| Participant deferral / active EE | $1,690 | $2,643-36.1% | $4,169-59.5% | $3,608-53.2% |
| Admin fee / account holder | $2,898 | $6,370-54.5% | $7,089-59.1% | $5,124-43.5% |