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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 | $65,539 | $78,013-16.0% | $178,449-63.3% | $80,911-19.0% |
| Participation rate | 17.6% | 65.7%-48.0pp | 77.1%-59.5pp | 67.6%-50.0pp |
| Annual return | 23.80% | 18.07%+5.7pp | 27.09%-3.3pp | 35.63%-11.8pp |
| Employer contribution / active EE | $1,482 | $2,287-35.2% | $3,951-62.5% | $2,756-46.2% |
| Participant deferral / active EE | $2,380 | $4,408-46.0% | $6,277-62.1% | $4,297-44.6% |
| Admin fee / account holder | $1,974 | $7,166-72.5% | $10,362-81.0% | $6,935-71.5% |