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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 | $64,372 | $72,492-11.2% | $87,104-26.1% | $72,975-11.8% |
| Participation rate | 63.7% | 72.8%-9.1pp | 76.9%-13.1pp | 69.5%-5.7pp |
| Annual return | 20.35% | 24.46%-4.1pp | 28.19%-7.8pp | 81.01%-60.7pp |
| Employer contribution / active EE | $780 | $1,894-58.8% | $2,521-69.1% | $2,440-68.0% |
| Participant deferral / active EE | $1,994 | $3,270-39.0% | $4,048-50.7% | $3,608-44.7% |
| Admin fee / account holder | $11,133 | $5,055+120.2% | $7,491+48.6% | $5,124+117.3% |