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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 | $73,787-5.2% | $98,716-29.2% | $82,448-15.2% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 13.52% | 18.57%-5.0pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $891 | $1,511-41.1% | $2,279-60.9% | $2,551-65.1% |
| Participant deferral / active EE | $1,677 | $3,081-45.6% | $4,048-58.6% | $4,139-59.5% |
| Admin fee / account holder | $4,198 | $6,500-35.4% | $8,703-51.8% | $7,234-42.0% |