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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 | $68,507 | $86,940-21.2% | $102,434-33.1% | $80,935-15.4% |
| Participation rate | 56.0% | 72.4%-16.4pp | 76.5%-20.5pp | 67.7%-11.7pp |
| Annual return | 18.73% | 18.89%-0.2pp | 29.46%-10.7pp | 35.66%-16.9pp |
| Employer contribution / active EE | $866 | $2,370-63.5% | $3,023-71.4% | $2,757-68.6% |
| Participant deferral / active EE | $4,015 | $4,121-2.6% | $5,055-20.6% | $4,299-6.6% |
| Admin fee / account holder | $1,086 | $8,047-86.5% | $9,462-88.5% | $6,924-84.3% |