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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 | $89,882 | $90,400-0.6% | $186,193-51.7% | $87,485+2.7% |
| Participation rate | 62.2% | 66.2%-4.0pp | 77.1%-14.9pp | 68.9%-6.8pp |
| Annual return | 14.51% | 22.15%-7.6pp | 78.03%-63.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $550 | $2,170-74.7% | $3,918-86.0% | $2,596-78.8% |
| Participant deferral / active EE | $2,133 | $4,330-50.7% | $6,513-67.2% | $4,274-50.1% |
| Admin fee / account holder | $3,914 | $8,673-54.9% | $11,058-64.6% | $7,775-49.7% |