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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 | $65,347 | $55,713+17.3% | $75,901-13.9% | $72,975-10.5% |
| Participation rate | 12.8% | 61.1%-48.3pp | 69.3%-56.5pp | 69.5%-56.7pp |
| Annual return | 17.70% | 27.60%-9.9pp | 30.76%-13.1pp | 81.01%-63.3pp |
| Employer contribution / active EE | $649 | $1,687-61.6% | $2,501-74.1% | $2,440-73.4% |
| Participant deferral / active EE | $1,510 | $2,634-42.7% | $3,603-58.1% | $3,608-58.1% |
| Admin fee / account holder | $1,088 | $3,980-72.7% | $5,420-79.9% | $5,124-78.8% |