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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 | $60,140 | $172,111-65.1% | $150,298-60.0% | $137,256-56.2% |
| Participation rate | 18.2% | 81.7%-63.5pp | 77.8%-59.6pp | 80.0%-61.8pp |
| Annual return | 27.42% | 69.37%-42.0pp | 62.79%-35.4pp | 220.34%-192.9pp |
| Employer contribution / active EE | $891 | $4,636-80.8% | $4,154-78.5% | $4,156-78.6% |
| Participant deferral / active EE | $2,389 | $6,166-61.2% | $5,453-56.2% | $6,407-62.7% |
| Admin fee / account holder | $2,327 | $16,471-85.9% | $14,116-83.5% | $12,270-81.0% |