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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 | $63,014 | $73,978-14.8% | $96,515-34.7% | $75,173-16.2% |
| Participation rate | 61.1% | 66.4%-5.3pp | 74.3%-13.2pp | 67.2%-6.1pp |
| Annual return | 19.38% | 26.72%-7.3pp | 35.73%-16.3pp | 160.72%-141.3pp |
| Employer contribution / active EE | $1,137 | $2,931-61.2% | $3,740-69.6% | $2,671-57.4% |
| Participant deferral / active EE | $3,781 | $3,660+3.3% | $4,880-22.5% | $4,126-8.4% |
| Admin fee / account holder | $3,811 | $5,219-27.0% | $6,735-43.4% | $5,651-32.6% |