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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 | $65,796 | $123,155-46.6% | $108,753-39.5% | $155,188-57.6% |
| Participation rate | 63.6% | 75.6%-12.0pp | 71.1%-7.4pp | 80.8%-17.2pp |
| Annual return | 11.35% | 44.73%-33.4pp | 37.47%-26.1pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,061 | $2,811-62.3% | $2,427-56.3% | $4,248-75.0% |
| Participant deferral / active EE | $1,652 | $4,623-64.3% | $4,115-59.8% | $6,531-74.7% |
| Admin fee / account holder | $2,756 | $12,126-77.3% | $10,320-73.3% | $14,480-81.0% |