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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 | $61,217 | $72,269-15.3% | $101,271-39.6% | $79,852-23.3% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 15.64% | 22.29%-6.6pp | 46.48%-30.8pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,463 | $2,692-45.6% | $3,660-60.0% | $2,471-40.8% |
| Participant deferral / active EE | $2,982 | $3,282-9.1% | $4,371-31.8% | $3,740-20.3% |
| Admin fee / account holder | $507 | $4,401-88.5% | $5,948-91.5% | $5,306-90.5% |