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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 | $56,221 | $97,550-42.4% | $120,344-53.3% | $87,485-35.7% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.7%-16.1pp | 68.9%-8.3pp |
| Annual return | 17.32% | 18.41%-1.1pp | 20.30%-3.0pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,654 | $2,291-27.8% | $3,020-45.2% | $2,596-36.3% |
| Participant deferral / active EE | $3,870 | $4,230-8.5% | $5,135-24.6% | $4,274-9.4% |
| Admin fee / account holder | $2,716 | $9,543-71.5% | $12,742-78.7% | $7,775-65.1% |