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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 | $61,544 | $95,404-35.5% | $113,397-45.7% | $82,637-25.5% |
| Participation rate | 63.6% | 72.8%-9.2pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 14.10% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $950 | $2,307-58.8% | $2,977-68.1% | $2,552-62.8% |
| Participant deferral / active EE | $2,373 | $4,220-43.8% | $5,076-53.3% | $4,126-42.5% |
| Admin fee / account holder | $8,265 | $9,168-9.8% | $11,957-30.9% | $7,339+12.6% |