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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 | $59,663 | $97,550-38.8% | $120,344-50.4% | $87,485-31.8% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.7%-12.3pp | 68.9%-4.5pp |
| Annual return | 14.75% | 18.41%-3.7pp | 20.30%-5.5pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,528 | $2,291-33.3% | $3,020-49.4% | $2,596-41.2% |
| Participant deferral / active EE | $2,809 | $4,230-33.6% | $5,135-45.3% | $4,274-34.3% |
| Admin fee / account holder | $6,981 | $9,543-26.8% | $12,742-45.2% | $7,775-10.2% |