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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 | $46,013 | $67,602-31.9% | $82,312-44.1% | $70,126-34.4% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 16.72% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $460 | $1,755-73.8% | $2,428-81.1% | $2,343-80.4% |
| Participant deferral / active EE | $2,323 | $2,987-22.2% | $3,706-37.3% | $3,332-30.3% |
| Admin fee / account holder | $3,677 | $4,512-18.5% | $5,608-34.4% | $4,645-20.8% |