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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 | $73,008 | $72,273+1.0% | $101,275-27.9% | $79,856-8.6% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 14.93% | 22.30%-7.4pp | 46.48%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $999 | $2,691-62.9% | $3,660-72.7% | $2,471-59.6% |
| Participant deferral / active EE | $2,662 | $3,282-18.9% | $4,371-39.1% | $3,741-28.8% |
| Admin fee / account holder | $2,158 | $4,401-51.0% | $5,948-63.7% | $5,306-59.3% |