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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 | $67,326 | $72,492-7.1% | $87,104-22.7% | $72,975-7.7% |
| Participation rate | 65.7% | 72.8%-7.1pp | 76.9%-11.2pp | 69.5%-3.8pp |
| Annual return | 20.30% | 24.46%-4.2pp | 28.19%-7.9pp | 81.01%-60.7pp |
| Employer contribution / active EE | $866 | $1,894-54.3% | $2,521-65.7% | $2,440-64.5% |
| Participant deferral / active EE | $1,470 | $3,270-55.0% | $4,048-63.7% | $3,608-59.3% |
| Admin fee / account holder | $1,371 | $5,055-72.9% | $7,491-81.7% | $5,124-73.2% |