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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 | $37,978 | $57,057-33.4% | $85,009-55.3% | $80,874-53.0% |
| Participation rate | 60.9% | 56.4%+4.5pp | 67.5%-6.6pp | 67.6%-6.8pp |
| Annual return | 12.65% | 21.66%-9.0pp | 66.47%-53.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $994 | $1,799-44.8% | $2,728-63.6% | $2,756-63.9% |
| Participant deferral / active EE | $1,931 | $3,112-37.9% | $4,522-57.3% | $4,297-55.1% |
| Admin fee / account holder | $1,233 | $4,986-75.3% | $6,153-80.0% | $6,935-82.2% |