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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 | $67,802 | $76,407-11.3% | $150,298-54.9% | $82,448-17.8% |
| Participation rate | 60.7% | 66.4%-5.7pp | 77.8%-17.0pp | 68.1%-7.4pp |
| Annual return | 18.59% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $688 | $2,614-73.7% | $4,154-83.4% | $2,551-73.0% |
| Participant deferral / active EE | $2,493 | $3,214-22.5% | $5,453-54.3% | $4,139-39.8% |
| Admin fee / account holder | $1,409 | $6,352-77.8% | $14,116-90.0% | $7,234-80.5% |