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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 | $84,551 | $86,938-2.7% | $102,423-17.4% | $80,925+4.5% |
| Participation rate | 61.4% | 72.4%-11.0pp | 76.5%-15.1pp | 67.7%-6.3pp |
| Annual return | 21.99% | 18.89%+3.1pp | 29.42%-7.4pp | 35.65%-13.7pp |
| Employer contribution / active EE | $928 | $2,369-60.8% | $3,023-69.3% | $2,756-66.3% |
| Participant deferral / active EE | $2,412 | $4,120-41.5% | $5,054-52.3% | $4,299-43.9% |
| Admin fee / account holder | $18,550 | $8,053+130.4% | $9,455+96.2% | $6,940+167.3% |