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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 | $60,685 | $54,541+11.3% | $78,778-23.0% | $70,126-13.5% |
| Participation rate | 48.9% | 60.8%-11.9pp | 69.2%-20.3pp | 69.5%-20.7pp |
| Annual return | 14.26% | 21.07%-6.8pp | 35.62%-21.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $642 | $1,089-41.0% | $1,986-67.7% | $2,343-72.6% |
| Participant deferral / active EE | $1,963 | $2,210-11.2% | $2,958-33.6% | $3,332-41.1% |
| Admin fee / account holder | $1,384 | $3,709-62.7% | $5,134-73.0% | $4,645-70.2% |