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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 | $57,015 | $72,486-21.3% | $87,103-34.5% | $72,976-21.9% |
| Participation rate | 62.9% | 72.8%-10.0pp | 76.9%-14.0pp | 69.5%-6.6pp |
| Annual return | 16.38% | 24.46%-8.1pp | 28.19%-11.8pp | 81.02%-64.6pp |
| Employer contribution / active EE | $1,121 | $1,894-40.8% | $2,521-55.5% | $2,440-54.0% |
| Participant deferral / active EE | $1,608 | $3,270-50.8% | $4,049-60.3% | $3,608-55.4% |
| Admin fee / account holder | $5,519 | $5,055+9.2% | $7,491-26.3% | $5,124+7.7% |