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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 | $62,253 | $72,607-14.3% | $90,259-31.0% | $87,485-28.8% |
| Participation rate | 16.9% | 64.8%-47.9pp | 70.7%-53.8pp | 68.9%-52.0pp |
| Annual return | 18.37% | 18.59%-0.2pp | 18.88%-0.5pp | 26.06%-7.7pp |
| Employer contribution / active EE | $845 | $1,919-56.0% | $2,291-63.1% | $2,596-67.5% |
| Participant deferral / active EE | $1,603 | $3,055-47.5% | $3,827-58.1% | $4,274-62.5% |
| Admin fee / account holder | $696 | $5,947-88.3% | $7,267-90.4% | $7,775-91.1% |