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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 | $57,954 | $86,949-33.3% | $102,460-43.4% | $80,959-28.4% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.7%-6.1pp |
| Annual return | 11.65% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,634 | $2,370-31.1% | $3,025-46.0% | $2,757-40.7% |
| Participant deferral / active EE | $2,892 | $4,121-29.8% | $5,056-42.8% | $4,300-32.7% |
| Admin fee / account holder | $8,057 | $8,048+0.1% | $9,460-14.8% | $6,925+16.3% |