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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 | $55,901 | $114,712-51.3% | $173,730-67.8% | $87,485-36.1% |
| Participation rate | 60.7% | 73.0%-12.3pp | 79.6%-18.9pp | 68.9%-8.2pp |
| Annual return | 18.38% | 20.18%-1.8pp | 19.96%-1.6pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,703 | $2,904-41.4% | $4,577-62.8% | $2,596-34.4% |
| Participant deferral / active EE | $4,288 | $4,642-7.6% | $6,326-32.2% | $4,274+0.3% |
| Admin fee / account holder | $455 | $10,210-95.5% | $17,523-97.4% | $7,775-94.1% |