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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 | $66,961 | $73,787-9.3% | $98,716-32.2% | $82,448-18.8% |
| Participation rate | 54.2% | 61.4%-7.2pp | 69.3%-15.1pp | 68.1%-13.9pp |
| Annual return | 13.30% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,027 | $1,511-32.0% | $2,279-54.9% | $2,551-59.7% |
| Participant deferral / active EE | $2,768 | $3,081-10.2% | $4,048-31.6% | $4,139-33.1% |
| Admin fee / account holder | $4,746 | $6,500-27.0% | $8,703-45.5% | $7,234-34.4% |