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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 | $46,352 | $100,194-53.7% | $122,979-62.3% | $86,983-46.7% |
| Participation rate | 59.3% | 73.0%-13.7pp | 77.2%-17.9pp | 69.5%-10.3pp |
| Annual return | 12.79% | 16.47%-3.7pp | 20.12%-7.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $1,167 | $2,326-49.8% | $3,062-61.9% | $2,584-54.8% |
| Participant deferral / active EE | $2,969 | $4,133-28.2% | $5,003-40.6% | $4,194-29.2% |
| Admin fee / account holder | $8,809 | $10,148-13.2% | $12,864-31.5% | $7,856+12.1% |