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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 | $66,464 | $72,492-8.3% | $87,102-23.7% | $72,983-8.9% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.9%-15.4pp | 69.5%-8.1pp |
| Annual return | 18.87% | 24.46%-5.6pp | 28.19%-9.3pp | 81.01%-62.1pp |
| Employer contribution / active EE | $924 | $1,894-51.2% | $2,521-63.4% | $2,440-62.1% |
| Participant deferral / active EE | $2,663 | $3,270-18.5% | $4,048-34.2% | $3,608-26.2% |
| Admin fee / account holder | $9,380 | $5,055+85.6% | $7,491+25.2% | $5,124+83.1% |