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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 | $65,811 | $114,712-42.6% | $173,730-62.1% | $87,485-24.8% |
| Participation rate | 39.8% | 73.0%-33.2pp | 79.6%-39.8pp | 68.9%-29.2pp |
| Annual return | 13.54% | 20.18%-6.6pp | 19.96%-6.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,631 | $2,904-43.8% | $4,577-64.4% | $2,596-37.2% |
| Participant deferral / active EE | $4,736 | $4,642+2.0% | $6,326-25.1% | $4,274+10.8% |
| Admin fee / account holder | $987 | $10,210-90.3% | $17,523-94.4% | $7,775-87.3% |