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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 | $62,914 | $79,955-21.3% | $98,450-36.1% | $75,181-16.3% |
| Participation rate | 46.2% | 70.4%-24.2pp | 75.2%-29.0pp | 67.2%-21.0pp |
| Annual return | 14.28% | 19.75%-5.5pp | 21.16%-6.9pp | 160.69%-146.4pp |
| Employer contribution / active EE | $1,273 | $2,264-43.8% | $3,049-58.2% | $2,671-52.3% |
| Participant deferral / active EE | $2,804 | $3,752-25.3% | $4,739-40.8% | $4,126-32.0% |
| Admin fee / account holder | $6,906 | $6,841+0.9% | $8,961-22.9% | $5,650+22.2% |