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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 | $69,928 | $74,535-6.2% | $100,712-30.6% | $82,637-15.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 13.52% | 18.92%-5.4pp | 33.27%-19.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $891 | $1,503-40.7% | $2,313-61.5% | $2,552-65.1% |
| Participant deferral / active EE | $1,677 | $3,074-45.4% | $4,085-58.9% | $4,126-59.3% |
| Admin fee / account holder | $4,198 | $6,576-36.2% | $9,256-54.6% | $7,339-42.8% |