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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 | $75,541-10.2% | $152,093-55.4% | $82,637-18.0% |
| Participation rate | 60.7% | 66.5%-5.8pp | 77.8%-17.1pp | 68.1%-7.3pp |
| Annual return | 18.59% | 32.56%-14.0pp | 66.36%-47.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $688 | $2,622-73.8% | $4,175-83.5% | $2,552-73.0% |
| Participant deferral / active EE | $2,493 | $3,206-22.2% | $5,451-54.3% | $4,126-39.6% |
| Admin fee / account holder | $1,409 | $6,405-78.0% | $14,497-90.3% | $7,339-80.8% |