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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 | $43,161 | $60,349-28.5% | $74,184-41.8% | $62,881-31.4% |
| Participation rate | 63.6% | 72.7%-9.1pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 7.62% | 21.38%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $924 | $1,680-45.0% | $2,370-61.0% | $2,281-59.5% |
| Participant deferral / active EE | $3,092 | $2,856+8.2% | $3,550-12.9% | $3,203-3.5% |
| Admin fee / account holder | $2,085 | $4,261-51.1% | $5,586-62.7% | $4,296-51.5% |