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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 | $65,909 | $86,050-23.4% | $189,758-65.3% | $94,015-29.9% |
| Participation rate | 56.9% | 68.9%-12.0pp | 79.8%-22.9pp | 70.8%-14.0pp |
| Annual return | 16.61% | 17.77%-1.2pp | 52.62%-36.0pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,978 | $2,819-29.8% | $4,767-58.5% | $2,790-29.1% |
| Participant deferral / active EE | $4,862 | $3,349+45.2% | $5,856-17.0% | $4,249+14.4% |
| Admin fee / account holder | $783 | $6,627-88.2% | $20,388-96.2% | $8,951-91.3% |