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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 | $75,166 | $73,787+1.9% | $98,716-23.9% | $82,448-8.8% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.3%-14.7pp | 68.1%-13.5pp |
| Annual return | 14.93% | 18.57%-3.6pp | 31.81%-16.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $948 | $1,511-37.3% | $2,279-58.4% | $2,551-62.9% |
| Participant deferral / active EE | $2,048 | $3,081-33.5% | $4,048-49.4% | $4,139-50.5% |
| Admin fee / account holder | $1,647 | $6,500-74.7% | $8,703-81.1% | $7,234-77.2% |