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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 | $65,809 | $76,834-14.3% | $108,359-39.3% | $87,485-24.8% |
| Participation rate | 62.9% | 61.7%+1.2pp | 70.1%-7.2pp | 68.9%-6.0pp |
| Annual return | 12.62% | 19.09%-6.5pp | 36.89%-24.3pp | 26.06%-13.4pp |
| Employer contribution / active EE | $759 | $1,556-51.2% | $2,399-68.4% | $2,596-70.8% |
| Participant deferral / active EE | $1,941 | $3,100-37.4% | $4,137-53.1% | $4,274-54.6% |
| Admin fee / account holder | $22,981 | $6,537+251.5% | $9,741+135.9% | $7,775+195.6% |