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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 | $63,960 | $126,661-49.5% | $113,397-43.6% | $138,895-54.0% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.5%-11.8pp | 79.9%-15.2pp |
| Annual return | 14.35% | 25.05%-10.7pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,173 | $3,456-66.0% | $2,977-60.6% | $4,194-72.0% |
| Participant deferral / active EE | $2,366 | $5,693-58.4% | $5,076-53.4% | $6,396-63.0% |
| Admin fee / account holder | $1,919 | $14,549-86.8% | $11,957-84.0% | $12,562-84.7% |