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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 | $79,479 | $103,392-23.1% | $87,104-8.8% | $152,897-48.0% |
| Participation rate | 57.9% | 79.4%-21.5pp | 76.9%-19.0pp | 82.5%-24.6pp |
| Annual return | 24.43% | 28.10%-3.7pp | 28.19%-3.8pp | 345.43%-321.0pp |
| Employer contribution / active EE | $953 | $3,221-70.4% | $2,521-62.2% | $4,764-80.0% |
| Participant deferral / active EE | $1,549 | $4,778-67.6% | $4,048-61.7% | $5,851-73.5% |
| Admin fee / account holder | $833 | $12,194-93.2% | $7,491-88.9% | $11,599-92.8% |