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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 | $53,287 | $161,352-67.0% | $134,172-60.3% | $137,256-61.2% |
| Participation rate | 59.1% | 78.3%-19.2pp | 72.5%-13.4pp | 80.0%-20.9pp |
| Annual return | 18.40% | 28.72%-10.3pp | 25.30%-6.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,530 | $4,099-62.7% | $3,420-55.3% | $4,156-63.2% |
| Participant deferral / active EE | $1,694 | $5,552-69.5% | $4,690-63.9% | $6,407-73.6% |
| Admin fee / account holder | $583 | $15,028-96.1% | $12,016-95.1% | $12,270-95.2% |