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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 | $65,321 | $81,504-19.9% | $102,437-36.2% | $80,959-19.3% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 13.86% | 25.60%-11.7pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,553 | $3,104-50.0% | $3,871-59.9% | $2,757-43.7% |
| Participant deferral / active EE | $3,212 | $3,871-17.0% | $5,060-36.5% | $4,300-25.3% |
| Admin fee / account holder | $2,934 | $6,719-56.3% | $8,388-65.0% | $6,925-57.6% |