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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 | $28,285 | $87,166-67.5% | $76,735-63.1% | $137,256-79.4% |
| Participation rate | 69.2% | 74.4%-5.1pp | 69.5%-0.3pp | 80.0%-10.7pp |
| Annual return | 15.11% | 26.50%-11.4pp | 29.77%-14.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $633 | $2,904-78.2% | $2,454-74.2% | $4,156-84.8% |
| Participant deferral / active EE | $2,740 | $4,726-42.0% | $4,088-33.0% | $6,407-57.2% |
| Admin fee / account holder | $1,260 | $8,403-85.0% | $7,189-82.5% | $12,270-89.7% |