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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 | $61,516 | $67,638-9.1% | $133,346-53.9% | $69,733-11.8% |
| Participation rate | 49.1% | 54.3%-5.2pp | 72.8%-23.8pp | 62.5%-13.4pp |
| Annual return | 11.21% | 13.38%-2.2pp | 36.85%-25.6pp | 15.22%-4.0pp |
| Employer contribution / active EE | $764 | $1,177-35.1% | $2,853-73.2% | $2,250-66.1% |
| Participant deferral / active EE | $2,317 | $2,567-9.7% | $4,332-46.5% | $3,054-24.1% |
| Admin fee / account holder | $3,509 | $4,814-27.1% | $14,264-75.4% | $3,102+13.1% |