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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 | $95,453-35.5% | $112,040-45.1% | $82,448-25.4% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 14.10% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $950 | $2,318-59.0% | $2,954-67.9% | $2,551-62.8% |
| Participant deferral / active EE | $2,373 | $4,224-43.8% | $5,098-53.5% | $4,139-42.7% |
| Admin fee / account holder | $8,265 | $9,013-8.3% | $12,098-31.7% | $7,234+14.3% |