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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 | $60,032 | $86,949-31.0% | $102,460-41.4% | $80,959-25.8% |
| Participation rate | 41.0% | 72.4%-31.4pp | 76.5%-35.5pp | 67.7%-26.6pp |
| Annual return | 13.48% | 18.89%-5.4pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,137 | $2,370-52.0% | $3,025-62.4% | $2,757-58.8% |
| Participant deferral / active EE | $2,380 | $4,121-42.2% | $5,056-52.9% | $4,300-44.6% |
| Admin fee / account holder | $2,998 | $8,048-62.8% | $9,460-68.3% | $6,925-56.7% |