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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 | $62,119 | $100,194-38.0% | $122,979-49.5% | $86,983-28.6% |
| Participation rate | 32.4% | 73.0%-40.6pp | 77.2%-44.8pp | 69.5%-37.2pp |
| Annual return | 14.98% | 16.47%-1.5pp | 20.12%-5.1pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,388 | $2,326-40.3% | $3,062-54.7% | $2,584-46.3% |
| Participant deferral / active EE | $2,880 | $4,133-30.3% | $5,003-42.4% | $4,194-31.3% |
| Admin fee / account holder | $13,327 | $10,148+31.3% | $12,864+3.6% | $7,856+69.6% |