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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 | $67,137 | $109,620-38.8% | $148,496-54.8% | $94,015-28.6% |
| Participation rate | 64.1% | 71.3%-7.1pp | 76.0%-11.9pp | 70.8%-6.7pp |
| Annual return | 16.23% | 17.54%-1.3pp | 12.33%+3.9pp | 17.84%-1.6pp |
| Employer contribution / active EE | $904 | $2,618-65.5% | $3,497-74.2% | $2,790-67.6% |
| Participant deferral / active EE | $2,593 | $3,831-32.3% | $4,808-46.1% | $4,249-39.0% |
| Admin fee / account holder | $2,462 | $10,050-75.5% | $19,547-87.4% | $8,951-72.5% |