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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 | $59,705 | $65,034-8.2% | $90,970-34.4% | $79,856-25.2% |
| Participation rate | 56.6% | 61.6%-5.0pp | 69.0%-12.4pp | 69.6%-13.0pp |
| Annual return | 15.20% | 30.45%-15.3pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $321 | $1,247-74.3% | $2,122-84.9% | $2,471-87.0% |
| Participant deferral / active EE | $2,108 | $2,512-16.1% | $3,373-37.5% | $3,741-43.7% |
| Admin fee / account holder | $1,795 | $4,536-60.4% | $5,961-69.9% | $5,306-66.2% |