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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 | $68,497 | $78,520-12.8% | $96,576-29.1% | $82,448-16.9% |
| Participation rate | 62.1% | 77.7%-15.7pp | 81.4%-19.4pp | 68.1%-6.0pp |
| Annual return | 16.84% | 41.30%-24.5pp | 38.47%-21.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $166 | $2,630-93.7% | $3,553-95.3% | $2,551-93.5% |
| Participant deferral / active EE | $10,957 | $6,754+62.2% | $7,956+37.7% | $4,139+164.7% |
| Admin fee / account holder | $1,662 | $13,455-87.6% | $11,381-85.4% | $7,234-77.0% |