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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 | $39,878 | $85,515-53.4% | $112,040-64.4% | $67,986-41.3% |
| Participation rate | 61.3% | 68.2%-7.0pp | 76.5%-15.2pp | 57.2%+4.1pp |
| Annual return | 17.66% | 29.68%-12.0pp | 24.52%-6.9pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,573 | $2,191-28.2% | $2,954-46.8% | $2,019-22.1% |
| Participant deferral / active EE | $3,154 | $4,014-21.4% | $5,098-38.1% | $3,358-6.1% |
| Admin fee / account holder | $1,826 | $3,774-51.6% | $12,098-84.9% | $3,203-43.0% |