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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 | $57,480 | $72,486-20.7% | $87,103-34.0% | $72,976-21.2% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 22.02% | 24.46%-2.4pp | 28.19%-6.2pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,136 | $1,894-40.0% | $2,521-54.9% | $2,440-53.4% |
| Participant deferral / active EE | $2,452 | $3,270-25.0% | $4,049-39.4% | $3,608-32.0% |
| Admin fee / account holder | $5,754 | $5,055+13.8% | $7,491-23.2% | $5,124+12.3% |