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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 | $66,545 | $72,492-8.2% | $87,102-23.6% | $72,983-8.8% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.9%-34.6pp | 69.5%-27.2pp |
| Annual return | 23.63% | 24.46%-0.8pp | 28.19%-4.6pp | 81.01%-57.4pp |
| Employer contribution / active EE | $810 | $1,894-57.2% | $2,521-67.9% | $2,440-66.8% |
| Participant deferral / active EE | $1,938 | $3,270-40.7% | $4,048-52.1% | $3,608-46.3% |
| Admin fee / account holder | $5,366 | $5,055+6.1% | $7,491-28.4% | $5,124+4.7% |