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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 | $52,067 | $67,602-23.0% | $82,312-36.7% | $70,126-25.8% |
| Participation rate | 64.8% | 72.8%-8.0pp | 76.9%-12.1pp | 69.5%-4.8pp |
| Annual return | 15.26% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $422 | $1,755-75.9% | $2,428-82.6% | $2,343-82.0% |
| Participant deferral / active EE | $2,908 | $2,987-2.7% | $3,706-21.5% | $3,332-12.7% |
| Admin fee / account holder | $2,812 | $4,512-37.7% | $5,608-49.9% | $4,645-39.5% |