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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 | $58,760 | $76,834-23.5% | $108,359-45.8% | $87,485-32.8% |
| Participation rate | 61.3% | 61.7%-0.4pp | 70.1%-8.8pp | 68.9%-7.6pp |
| Annual return | 14.31% | 19.09%-4.8pp | 36.89%-22.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $606 | $1,556-61.1% | $2,399-74.7% | $2,596-76.7% |
| Participant deferral / active EE | $2,386 | $3,100-23.0% | $4,137-42.3% | $4,274-44.2% |
| Admin fee / account holder | $491 | $6,537-92.5% | $9,741-95.0% | $7,775-93.7% |