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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 | $58,249 | $86,949-33.0% | $102,460-43.1% | $80,959-28.1% |
| Participation rate | 61.6% | 72.4%-10.8pp | 76.5%-14.9pp | 67.7%-6.0pp |
| Annual return | 12.08% | 18.89%-6.8pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,163 | $2,370-50.9% | $3,025-61.6% | $2,757-57.8% |
| Participant deferral / active EE | $3,756 | $4,121-8.9% | $5,056-25.7% | $4,300-12.7% |
| Admin fee / account holder | $1,826 | $8,048-77.3% | $9,460-80.7% | $6,925-73.6% |