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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 | $42,721 | $72,471-41.1% | $94,215-54.7% | $86,983-50.9% |
| Participation rate | 61.4% | 63.9%-2.5pp | 70.0%-8.5pp | 69.5%-8.1pp |
| Annual return | 15.72% | 26.44%-10.7pp | 28.22%-12.5pp | 25.83%-10.1pp |
| Employer contribution / active EE | $959 | $1,936-50.4% | $2,675-64.1% | $2,584-62.9% |
| Participant deferral / active EE | $1,353 | $3,397-60.2% | $4,276-68.4% | $4,194-67.7% |
| Admin fee / account holder | $2,478 | $6,468-61.7% | $10,216-75.7% | $7,856-68.5% |