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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 | $65,209 | $72,492-10.0% | $87,104-25.1% | $72,975-10.6% |
| Participation rate | 25.9% | 72.8%-46.9pp | 76.9%-50.9pp | 69.5%-43.6pp |
| Annual return | 23.99% | 24.46%-0.5pp | 28.19%-4.2pp | 81.01%-57.0pp |
| Employer contribution / active EE | $681 | $1,894-64.1% | $2,521-73.0% | $2,440-72.1% |
| Participant deferral / active EE | $2,248 | $3,270-31.2% | $4,048-44.5% | $3,608-37.7% |
| Admin fee / account holder | $2,237 | $5,055-55.8% | $7,491-70.1% | $5,124-56.3% |