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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 | $69,827 | $56,894+22.7% | $84,753-17.6% | $62,881+11.0% |
| Participation rate | 58.8% | 68.5%-9.7pp | 76.6%-17.8pp | 69.3%-10.5pp |
| Annual return | 4.82% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.3pp |
| Employer contribution / active EE | $579 | $2,400-75.9% | $3,574-83.8% | $2,281-74.6% |
| Participant deferral / active EE | $2,550 | $2,709-5.9% | $3,712-31.3% | $3,203-20.4% |
| Admin fee / account holder | $488 | $3,581-86.4% | $5,333-90.9% | $4,296-88.6% |