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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 | $65,789 | $172,111-61.8% | $150,298-56.2% | $137,256-52.1% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 13.89% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $869 | $4,636-81.3% | $4,154-79.1% | $4,156-79.1% |
| Participant deferral / active EE | $2,220 | $6,166-64.0% | $5,453-59.3% | $6,407-65.4% |
| Admin fee / account holder | $1,195 | $16,471-92.7% | $14,116-91.5% | $12,270-90.3% |