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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 | $63,666 | $101,798-37.5% | $165,071-61.4% | $80,935-21.3% |
| Participation rate | 60.8% | 71.8%-11.0pp | 78.6%-17.8pp | 67.7%-6.9pp |
| Annual return | 10.69% | 16.73%-6.0pp | 70.17%-59.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,342 | $2,954-54.6% | $4,347-69.1% | $2,757-51.3% |
| Participant deferral / active EE | $2,983 | $4,476-33.4% | $6,035-50.6% | $4,299-30.6% |
| Admin fee / account holder | $1,067 | $8,221-87.0% | $12,695-91.6% | $6,924-84.6% |