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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 | $66,630 | $67,602-1.4% | $82,312-19.1% | $70,126-5.0% |
| Participation rate | 65.3% | 72.8%-7.4pp | 76.9%-11.6pp | 69.5%-4.2pp |
| Annual return | 14.10% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $629 | $1,755-64.2% | $2,428-74.1% | $2,343-73.2% |
| Participant deferral / active EE | $2,844 | $2,987-4.8% | $3,706-23.3% | $3,332-14.6% |
| Admin fee / account holder | $1,560 | $4,512-65.4% | $5,608-72.2% | $4,645-66.4% |