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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 | $50,065 | $73,787-32.1% | $98,716-49.3% | $82,448-39.3% |
| Participation rate | 61.3% | 61.4%-0.1pp | 69.3%-8.0pp | 68.1%-6.8pp |
| Annual return | 14.41% | 18.57%-4.2pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $810 | $1,511-46.4% | $2,279-64.5% | $2,551-68.2% |
| Participant deferral / active EE | $2,633 | $3,081-14.6% | $4,048-35.0% | $4,139-36.4% |
| Admin fee / account holder | $7,242 | $6,500+11.4% | $8,703-16.8% | $7,234+0.1% |