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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 | $55,681 | $65,378-14.8% | $87,103-36.1% | $65,186-14.6% |
| Participation rate | 56.1% | 75.3%-19.3pp | 76.9%-20.8pp | 70.2%-14.1pp |
| Annual return | 18.90% | 31.28%-12.4pp | 28.19%-9.3pp | 29.39%-10.5pp |
| Employer contribution / active EE | $575 | $1,823-68.5% | $2,521-77.2% | $2,177-73.6% |
| Participant deferral / active EE | $2,794 | $3,389-17.6% | $4,049-31.0% | $3,514-20.5% |
| Admin fee / account holder | $7,638 | $520+1369.3% | $7,491+2.0% | $847+801.5% |