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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 | $65,735 | $77,574-15.3% | $108,753-39.6% | $86,983-24.4% |
| Participation rate | 62.1% | 62.3%-0.2pp | 71.1%-9.0pp | 69.5%-7.5pp |
| Annual return | 15.47% | 18.42%-2.9pp | 37.47%-22.0pp | 25.83%-10.4pp |
| Employer contribution / active EE | $467 | $1,611-71.0% | $2,427-80.7% | $2,584-81.9% |
| Participant deferral / active EE | $2,597 | $3,128-17.0% | $4,115-36.9% | $4,194-38.1% |
| Admin fee / account holder | $1,164 | $6,529-82.2% | $10,320-88.7% | $7,856-85.2% |