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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 | $77,309 | $78,423-1.4% | $95,964-19.4% | $79,856-3.2% |
| Participation rate | 59.4% | 73.5%-14.1pp | 77.1%-17.7pp | 69.6%-10.3pp |
| Annual return | 18.31% | 19.37%-1.1pp | 91.64%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $780 | $1,945-59.9% | $2,541-69.3% | $2,471-68.4% |
| Participant deferral / active EE | $2,069 | $3,440-39.9% | $4,167-50.3% | $3,741-44.7% |
| Admin fee / account holder | $4,334 | $5,622-22.9% | $6,797-36.2% | $5,306-18.3% |