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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 | $75,827 | $76,407-0.8% | $150,298-49.5% | $82,448-8.0% |
| Participation rate | 30.2% | 66.4%-36.2pp | 77.8%-47.6pp | 68.1%-37.9pp |
| Annual return | 15.78% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $657 | $2,614-74.9% | $4,154-84.2% | $2,551-74.2% |
| Participant deferral / active EE | $1,043 | $3,214-67.5% | $5,453-80.9% | $4,139-74.8% |
| Admin fee / account holder | $5,964 | $6,352-6.1% | $14,116-57.8% | $7,234-17.6% |