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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 | $58,733 | $72,492-19.0% | $87,104-32.6% | $72,975-19.5% |
| Participation rate | 65.2% | 72.8%-7.6pp | 76.9%-11.7pp | 69.5%-4.3pp |
| Annual return | 18.96% | 24.46%-5.5pp | 28.19%-9.2pp | 81.01%-62.1pp |
| Employer contribution / active EE | $785 | $1,894-58.5% | $2,521-68.9% | $2,440-67.8% |
| Participant deferral / active EE | $2,381 | $3,270-27.2% | $4,048-41.2% | $3,608-34.0% |
| Admin fee / account holder | $1,148 | $5,055-77.3% | $7,491-84.7% | $5,124-77.6% |