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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 | $64,545 | $67,602-4.5% | $82,312-21.6% | $70,126-8.0% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.9%-17.8pp | 69.5%-10.4pp |
| Annual return | 13.99% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $564 | $1,755-67.9% | $2,428-76.8% | $2,343-75.9% |
| Participant deferral / active EE | $3,092 | $2,987+3.5% | $3,706-16.6% | $3,332-7.2% |
| Admin fee / account holder | $2,154 | $4,512-52.3% | $5,608-61.6% | $4,645-53.6% |