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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 | $64,017 | $78,013-17.9% | $178,449-64.1% | $80,911-20.9% |
| Participation rate | 56.7% | 65.7%-9.0pp | 77.1%-20.4pp | 67.6%-11.0pp |
| Annual return | 16.07% | 18.07%-2.0pp | 27.09%-11.0pp | 35.63%-19.6pp |
| Employer contribution / active EE | $872 | $2,287-61.9% | $3,951-77.9% | $2,756-68.4% |
| Participant deferral / active EE | $5,098 | $4,408+15.7% | $6,277-18.8% | $4,297+18.6% |
| Admin fee / account holder | $3,562 | $7,166-50.3% | $10,362-65.6% | $6,935-48.6% |