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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 | $63,544 | $76,551-17.0% | $123,894-48.7% | $62,881+1.1% |
| Participation rate | 64.0% | 73.0%-9.0pp | 81.4%-17.4pp | 69.3%-5.3pp |
| Annual return | 5.86% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $941 | $2,882-67.4% | $4,617-79.6% | $2,281-58.8% |
| Participant deferral / active EE | $2,974 | $4,840-38.5% | $5,984-50.3% | $3,203-7.1% |
| Admin fee / account holder | $341 | $4,826-92.9% | $8,357-95.9% | $4,296-92.1% |