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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 | $73,499 | $73,787-0.4% | $98,716-25.5% | $82,448-10.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 19.70% | 18.57%+1.1pp | 31.81%-12.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,295 | $1,511-14.3% | $2,279-43.2% | $2,551-49.2% |
| Participant deferral / active EE | $2,141 | $3,081-30.5% | $4,048-47.1% | $4,139-48.3% |
| Admin fee / account holder | $587 | $6,500-91.0% | $8,703-93.3% | $7,234-91.9% |