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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 | $53,844 | $81,487-33.9% | $102,412-47.4% | $80,935-33.5% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 13.18% | 25.60%-12.4pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,064 | $3,103-33.5% | $3,870-46.7% | $2,757-25.1% |
| Participant deferral / active EE | $4,071 | $3,871+5.2% | $5,060-19.5% | $4,299-5.3% |
| Admin fee / account holder | $905 | $6,717-86.5% | $8,388-89.2% | $6,924-86.9% |