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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 | $64,374 | $67,602-4.8% | $82,312-21.8% | $70,126-8.2% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 14.92% | 21.57%-6.6pp | 25.88%-11.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $916 | $1,755-47.8% | $2,428-62.3% | $2,343-60.9% |
| Participant deferral / active EE | $2,211 | $2,987-26.0% | $3,706-40.4% | $3,332-33.7% |
| Admin fee / account holder | $9,129 | $4,512+102.3% | $5,608+62.8% | $4,645+96.5% |