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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 | $61,190 | $81,504-24.9% | $102,437-40.3% | $80,959-24.4% |
| Participation rate | 61.6% | 66.9%-5.2pp | 74.5%-12.9pp | 67.7%-6.0pp |
| Annual return | 10.87% | 25.60%-14.7pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $886 | $3,104-71.5% | $3,871-77.1% | $2,757-67.9% |
| Participant deferral / active EE | $3,206 | $3,871-17.2% | $5,060-36.6% | $4,300-25.5% |
| Admin fee / account holder | $16,516 | $6,719+145.8% | $8,388+96.9% | $6,925+138.5% |