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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 | $61,823 | $62,583-1.2% | $76,767-19.5% | $64,173-3.7% |
| Participation rate | 46.3% | 72.8%-26.5pp | 77.0%-30.6pp | 69.6%-23.2pp |
| Annual return | 10.66% | -1.95%+12.6pp | 2.43%+8.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $989 | $1,832-46.0% | $2,485-60.2% | $2,381-58.4% |
| Participant deferral / active EE | $1,509 | $3,145-52.0% | $3,852-60.8% | $3,470-56.5% |
| Admin fee / account holder | $738 | $4,667-84.2% | $6,675-88.9% | $4,887-84.9% |