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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 | $45,730 | $96,956-52.8% | $69,779-34.5% | $273,972-83.3% |
| Participation rate | 69.2% | 77.1%-7.8pp | 71.8%-2.6pp | 83.0%-13.8pp |
| Annual return | 7.81% | 12.93%-5.1pp | 12.99%-5.2pp | 41.46%-33.7pp |
| Employer contribution / active EE | $961 | $3,316-71.0% | $2,338-58.9% | $4,869-80.3% |
| Participant deferral / active EE | $2,998 | $3,744-19.9% | $2,931+2.3% | $5,287-43.3% |
| Admin fee / account holder | $1,182 | $7,934-85.1% | $4,381-73.0% | $10,133-88.3% |