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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 | $72,057 | $72,486-0.6% | $87,103-17.3% | $72,976-1.3% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.9%-12.5pp | 69.5%-5.1pp |
| Annual return | 24.18% | 24.46%-0.3pp | 28.19%-4.0pp | 81.02%-56.8pp |
| Employer contribution / active EE | $1,199 | $1,894-36.7% | $2,521-52.4% | $2,440-50.9% |
| Participant deferral / active EE | $2,187 | $3,270-33.1% | $4,049-46.0% | $3,608-39.4% |
| Admin fee / account holder | $1,128 | $5,055-77.7% | $7,491-84.9% | $5,124-78.0% |