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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 | $43,474 | $57,065-23.8% | $75,670-42.5% | $70,131-38.0% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.3%-12.3pp | 69.5%-9.5pp |
| Annual return | 14.13% | 23.57%-9.4pp | 27.34%-13.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,365 | $1,817-24.9% | $2,352-42.0% | $2,342-41.7% |
| Participant deferral / active EE | $2,416 | $2,580-6.4% | $3,142-23.1% | $3,332-27.5% |
| Admin fee / account holder | $1,181 | $3,825-69.1% | $5,800-79.6% | $4,645-74.6% |