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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 | $53,863 | $81,504-33.9% | $102,437-47.4% | $80,959-33.5% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 10.84% | 25.60%-14.8pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,595 | $3,104-48.6% | $3,871-58.8% | $2,757-42.1% |
| Participant deferral / active EE | $2,690 | $3,871-30.5% | $5,060-46.8% | $4,300-37.5% |
| Admin fee / account holder | $1,863 | $6,719-72.3% | $8,388-77.8% | $6,925-73.1% |