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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 | $59,186 | $81,331-27.2% | $155,534-61.9% | $80,935-26.9% |
| Participation rate | 64.7% | 66.3%-1.5pp | 78.2%-13.5pp | 67.7%-3.0pp |
| Annual return | 12.58% | 33.37%-20.8pp | 64.92%-52.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,933 | $3,105-37.8% | $4,675-58.7% | $2,757-29.9% |
| Participant deferral / active EE | $3,535 | $3,454+2.3% | $5,630-37.2% | $4,299-17.8% |
| Admin fee / account holder | $1,455 | $7,999-81.8% | $15,900-90.9% | $6,924-79.0% |