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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 | $77,101 | $69,444+11.0% | $92,985-17.1% | $87,485-11.9% |
| Participation rate | 58.6% | 63.3%-4.7pp | 69.5%-10.9pp | 68.9%-10.3pp |
| Annual return | 13.91% | 23.85%-9.9pp | 27.99%-14.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $677 | $1,917-64.7% | $2,662-74.6% | $2,596-73.9% |
| Participant deferral / active EE | $1,803 | $3,364-46.4% | $4,377-58.8% | $4,274-57.8% |
| Admin fee / account holder | $1,455 | $6,137-76.3% | $9,463-84.6% | $7,775-81.3% |