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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 | $83,806 | $77,896+7.6% | $134,172-37.5% | $82,448+1.6% |
| Participation rate | 60.9% | 62.8%-1.9pp | 72.5%-11.5pp | 68.1%-7.1pp |
| Annual return | 14.78% | 18.21%-3.4pp | 25.30%-10.5pp | 41.64%-26.9pp |
| Employer contribution / active EE | $798 | $2,159-63.0% | $3,420-76.7% | $2,551-68.7% |
| Participant deferral / active EE | $2,037 | $3,162-35.6% | $4,690-56.6% | $4,139-50.8% |
| Admin fee / account holder | $4,982 | $6,336-21.4% | $12,016-58.5% | $7,234-31.1% |