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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 | $57,923 | $87,180-33.6% | $173,703-66.7% | $94,015-38.4% |
| Participation rate | 58.8% | 65.6%-6.9pp | 75.9%-17.2pp | 70.8%-12.1pp |
| Annual return | 10.38% | 14.17%-3.8pp | 17.46%-7.1pp | 17.84%-7.5pp |
| Employer contribution / active EE | $1,787 | $2,494-28.3% | $4,288-58.3% | $2,790-35.9% |
| Participant deferral / active EE | $2,076 | $3,343-37.9% | $4,854-57.2% | $4,249-51.1% |
| Admin fee / account holder | $3,377 | $7,506-55.0% | $15,562-78.3% | $8,951-62.3% |