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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 | $71,375 | $76,564-6.8% | $105,582-32.4% | $94,015-24.1% |
| Participation rate | 44.8% | 65.2%-20.4pp | 71.8%-26.9pp | 70.8%-26.0pp |
| Annual return | 13.27% | 20.69%-7.4pp | 18.61%-5.3pp | 17.84%-4.6pp |
| Employer contribution / active EE | $988 | $1,995-50.5% | $2,984-66.9% | $2,790-64.6% |
| Participant deferral / active EE | $2,796 | $3,320-15.8% | $4,353-35.8% | $4,249-34.2% |
| Admin fee / account holder | $7,420 | $7,129+4.1% | $12,856-42.3% | $8,951-17.1% |