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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 | $44,694 | $56,110-20.3% | $94,993-53.0% | $70,126-36.3% |
| Participation rate | 60.7% | 65.0%-4.3pp | 73.9%-13.2pp | 69.5%-8.8pp |
| Annual return | 13.82% | 51.02%-37.2pp | 27.14%-13.3pp | 73.15%-59.3pp |
| Employer contribution / active EE | $373 | $1,442-74.1% | $2,603-85.7% | $2,343-84.1% |
| Participant deferral / active EE | $2,720 | $2,391+13.7% | $3,317-18.0% | $3,332-18.4% |
| Admin fee / account holder | $7,982 | $3,456+130.9% | $4,960+60.9% | $4,645+71.8% |