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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 | $73,294 | $72,492+1.1% | $87,104-15.9% | $72,975+0.4% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 17.74% | 24.46%-6.7pp | 28.19%-10.5pp | 81.01%-63.3pp |
| Employer contribution / active EE | $489 | $1,894-74.2% | $2,521-80.6% | $2,440-79.9% |
| Participant deferral / active EE | $2,515 | $3,270-23.1% | $4,048-37.9% | $3,608-30.3% |
| Admin fee / account holder | $13,267 | $5,055+162.5% | $7,491+77.1% | $5,124+158.9% |