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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 | $63,494 | $63,082+0.7% | $81,716-22.3% | $79,852-20.5% |
| Participation rate | 45.7% | 67.5%-21.9pp | 72.0%-26.3pp | 69.6%-24.0pp |
| Annual return | 13.76% | 22.66%-8.9pp | 29.49%-15.7pp | 31.72%-18.0pp |
| Employer contribution / active EE | $717 | $1,795-60.1% | $4,310-83.4% | $2,471-71.0% |
| Participant deferral / active EE | $1,307 | $2,780-53.0% | $7,108-81.6% | $3,740-65.1% |
| Admin fee / account holder | $2,524 | $4,428-43.0% | $5,159-51.1% | $5,306-52.4% |