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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 | $81,403+3.0% | $147,027-43.0% | $87,485-4.2% |
| Participation rate | 60.9% | 63.4%-2.5pp | 73.7%-12.8pp | 68.9%-8.0pp |
| Annual return | 14.78% | 16.51%-1.7pp | 20.23%-5.5pp | 26.06%-11.3pp |
| Employer contribution / active EE | $798 | $2,205-63.8% | $3,626-78.0% | $2,596-69.3% |
| Participant deferral / active EE | $2,037 | $3,315-38.6% | $4,933-58.7% | $4,274-52.3% |
| Admin fee / account holder | $4,982 | $6,755-26.2% | $12,223-59.2% | $7,775-35.9% |