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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 | $76,354 | $72,486+5.3% | $87,103-12.3% | $72,976+4.6% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-8.0pp |
| Annual return | 23.30% | 24.46%-1.2pp | 28.19%-4.9pp | 81.02%-57.7pp |
| Employer contribution / active EE | $960 | $1,894-49.3% | $2,521-61.9% | $2,440-60.6% |
| Participant deferral / active EE | $1,716 | $3,270-47.5% | $4,049-57.6% | $3,608-52.4% |
| Admin fee / account holder | $9,234 | $5,055+82.7% | $7,491+23.3% | $5,124+80.2% |