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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 | $53,275 | $72,486-26.5% | $87,103-38.8% | $72,976-27.0% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 21.16% | 24.46%-3.3pp | 28.19%-7.0pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,509 | $1,894-20.3% | $2,521-40.2% | $2,440-38.2% |
| Participant deferral / active EE | $2,540 | $3,270-22.3% | $4,049-37.3% | $3,608-29.6% |
| Admin fee / account holder | $604 | $5,055-88.1% | $7,491-91.9% | $5,124-88.2% |