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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 | $61,492 | $65,034-5.4% | $90,970-32.4% | $79,856-23.0% |
| Participation rate | 51.7% | 61.6%-9.9pp | 69.0%-17.3pp | 69.6%-18.0pp |
| Annual return | 14.28% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $706 | $1,247-43.4% | $2,122-66.7% | $2,471-71.4% |
| Participant deferral / active EE | $2,624 | $2,512+4.5% | $3,373-22.2% | $3,741-29.8% |
| Admin fee / account holder | $2,603 | $4,536-42.6% | $5,961-56.3% | $5,306-50.9% |