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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 | $59,287 | $81,487-27.2% | $102,412-42.1% | $80,935-26.7% |
| Participation rate | 62.9% | 66.8%-3.9pp | 74.5%-11.6pp | 67.7%-4.8pp |
| Annual return | 13.29% | 25.60%-12.3pp | 24.94%-11.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,301 | $3,103-25.9% | $3,870-40.6% | $2,757-16.5% |
| Participant deferral / active EE | $3,762 | $3,871-2.8% | $5,060-25.7% | $4,299-12.5% |
| Admin fee / account holder | $1,628 | $6,717-75.8% | $8,388-80.6% | $6,924-76.5% |