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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 | $66,097 | $67,602-2.2% | $82,312-19.7% | $70,126-5.7% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 13.47% | 21.57%-8.1pp | 25.88%-12.4pp | 73.15%-59.7pp |
| Employer contribution / active EE | $409 | $1,755-76.7% | $2,428-83.2% | $2,343-82.5% |
| Participant deferral / active EE | $3,028 | $2,987+1.4% | $3,706-18.3% | $3,332-9.1% |
| Admin fee / account holder | $3,799 | $4,512-15.8% | $5,608-32.3% | $4,645-18.2% |