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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 | $53,685 | $56,287-4.6% | $80,977-33.7% | $62,881-14.6% |
| Participation rate | 64.3% | 68.9%-4.7pp | 75.8%-11.5pp | 69.3%-5.0pp |
| Annual return | 8.74% | 22.13%-13.4pp | 17.11%-8.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $326 | $1,943-83.2% | $3,715-91.2% | $2,281-85.7% |
| Participant deferral / active EE | $2,489 | $4,196-40.7% | $5,696-56.3% | $3,203-22.3% |
| Admin fee / account holder | $1,063 | $3,742-71.6% | $5,517-80.7% | $4,296-75.3% |