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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 | $68,845 | $81,276-15.3% | $155,574-55.7% | $80,925-14.9% |
| Participation rate | 61.8% | 66.2%-4.5pp | 78.2%-16.4pp | 67.7%-5.9pp |
| Annual return | 21.62% | 33.36%-11.7pp | 64.87%-43.3pp | 35.65%-14.0pp |
| Employer contribution / active EE | $748 | $3,103-75.9% | $4,676-84.0% | $2,756-72.9% |
| Participant deferral / active EE | $1,472 | $3,453-57.4% | $5,629-73.8% | $4,299-65.8% |
| Admin fee / account holder | $6,691 | $7,993-16.3% | $15,914-58.0% | $6,940-3.6% |