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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 | $74,658 | $78,015-4.3% | $178,505-58.2% | $80,959-7.8% |
| Participation rate | 54.5% | 65.7%-11.1pp | 77.1%-22.6pp | 67.7%-13.1pp |
| Annual return | 12.12% | 18.10%-6.0pp | 27.16%-15.0pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,112 | $2,281-51.3% | $3,955-71.9% | $2,757-59.7% |
| Participant deferral / active EE | $4,267 | $4,406-3.1% | $6,280-32.1% | $4,300-0.8% |
| Admin fee / account holder | $1,243 | $7,160-82.6% | $10,428-88.1% | $6,925-82.1% |