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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 | $69,033 | $54,541+26.6% | $78,778-12.4% | $70,126-1.6% |
| Participation rate | 47.5% | 60.8%-13.3pp | 69.2%-21.7pp | 69.5%-22.0pp |
| Annual return | 13.96% | 21.07%-7.1pp | 35.62%-21.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $603 | $1,089-44.6% | $1,986-69.6% | $2,343-74.3% |
| Participant deferral / active EE | $2,667 | $2,210+20.7% | $2,958-9.8% | $3,332-20.0% |
| Admin fee / account holder | $4,112 | $3,709+10.9% | $5,134-19.9% | $4,645-11.5% |