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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 | $79,918 | $78,015+2.4% | $178,505-55.2% | $80,959-1.3% |
| Participation rate | 52.8% | 65.7%-12.9pp | 77.1%-24.3pp | 67.7%-14.9pp |
| Annual return | 13.65% | 18.10%-4.4pp | 27.16%-13.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,284 | $2,281+0.1% | $3,955-42.3% | $2,757-17.2% |
| Participant deferral / active EE | $4,155 | $4,406-5.7% | $6,280-33.8% | $4,300-3.4% |
| Admin fee / account holder | $610 | $7,160-91.5% | $10,428-94.2% | $6,925-91.2% |