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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 | $67,190 | $67,602-0.6% | $82,312-18.4% | $70,126-4.2% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.8pp |
| Annual return | 17.27% | 21.57%-4.3pp | 25.88%-8.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $957 | $1,755-45.5% | $2,428-60.6% | $2,343-59.1% |
| Participant deferral / active EE | $2,578 | $2,987-13.7% | $3,706-30.4% | $3,332-22.6% |
| Admin fee / account holder | $1,725 | $4,512-61.8% | $5,608-69.2% | $4,645-62.9% |