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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 | $64,817 | $67,602-4.1% | $82,312-21.3% | $70,126-7.6% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.9%-41.6pp | 69.5%-34.2pp |
| Annual return | 18.53% | 21.57%-3.0pp | 25.88%-7.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $900 | $1,755-48.7% | $2,428-63.0% | $2,343-61.6% |
| Participant deferral / active EE | $2,661 | $2,987-10.9% | $3,706-28.2% | $3,332-20.1% |
| Admin fee / account holder | $1,309 | $4,512-71.0% | $5,608-76.7% | $4,645-71.8% |