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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 | $76,107 | $77,574-1.9% | $108,753-30.0% | $86,983-12.5% |
| Participation rate | 58.3% | 62.3%-4.0pp | 71.1%-12.8pp | 69.5%-11.2pp |
| Annual return | 14.66% | 18.42%-3.8pp | 37.47%-22.8pp | 25.83%-11.2pp |
| Employer contribution / active EE | $530 | $1,611-67.1% | $2,427-78.2% | $2,584-79.5% |
| Participant deferral / active EE | $2,823 | $3,128-9.8% | $4,115-31.4% | $4,194-32.7% |
| Admin fee / account holder | $12,100 | $6,529+85.3% | $10,320+17.2% | $7,856+54.0% |