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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 | $41,490 | $97,550-57.5% | $120,344-65.5% | $87,485-52.6% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.7%-18.4pp | 68.9%-10.6pp |
| Annual return | 17.00% | 18.41%-1.4pp | 20.30%-3.3pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,517 | $2,291+9.9% | $3,020-16.6% | $2,596-3.0% |
| Participant deferral / active EE | $5,736 | $4,230+35.6% | $5,135+11.7% | $4,274+34.2% |
| Admin fee / account holder | $1,572 | $9,543-83.5% | $12,742-87.7% | $7,775-79.8% |