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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 | $69,797 | $87,037-19.8% | $106,201-34.3% | $80,874-13.7% |
| Participation rate | 64.3% | 70.4%-6.2pp | 75.3%-11.0pp | 67.6%-3.4pp |
| Annual return | 13.17% | 17.05%-3.9pp | 116.26%-103.1pp | 35.62%-22.4pp |
| Employer contribution / active EE | $942 | $2,396-60.7% | $3,170-70.3% | $2,756-65.8% |
| Participant deferral / active EE | $3,768 | $3,986-5.5% | $5,012-24.8% | $4,297-12.3% |
| Admin fee / account holder | $3,801 | $8,434-54.9% | $11,039-65.6% | $6,935-45.2% |