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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 | $64,903 | $81,476-20.3% | $102,383-36.6% | $80,925-19.8% |
| Participation rate | 53.6% | 66.8%-13.3pp | 74.5%-20.9pp | 67.7%-14.1pp |
| Annual return | 14.05% | 25.59%-11.5pp | 24.94%-10.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,343 | $3,105-56.7% | $3,870-65.3% | $2,756-51.3% |
| Participant deferral / active EE | $3,199 | $3,871-17.4% | $5,060-36.8% | $4,299-25.6% |
| Admin fee / account holder | $4,152 | $6,717-38.2% | $8,391-50.5% | $6,940-40.2% |