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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 | $66,694 | $81,504-18.2% | $102,437-34.9% | $80,959-17.6% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.7%-23.7pp |
| Annual return | 17.79% | 25.60%-7.8pp | 24.95%-7.2pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,020 | $3,104-67.1% | $3,871-73.6% | $2,757-63.0% |
| Participant deferral / active EE | $2,668 | $3,871-31.1% | $5,060-47.3% | $4,300-38.0% |
| Admin fee / account holder | $566 | $6,719-91.6% | $8,388-93.2% | $6,925-91.8% |