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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 | $62,844 | $79,955-21.4% | $98,461-36.2% | $75,173-16.4% |
| Participation rate | 63.0% | 70.4%-7.4pp | 75.2%-12.2pp | 67.2%-4.2pp |
| Annual return | 15.77% | 19.75%-4.0pp | 21.17%-5.4pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,455 | $2,264-35.7% | $3,049-52.3% | $2,671-45.5% |
| Participant deferral / active EE | $3,752 | $3,7520% | $4,738-20.8% | $4,126-9.1% |
| Admin fee / account holder | $587 | $6,841-91.4% | $8,961-93.4% | $5,651-89.6% |