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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 | $56,247 | $57,073-1.4% | $85,126-33.9% | $80,925-30.5% |
| Participation rate | 30.3% | 56.4%-26.1pp | 67.5%-37.2pp | 67.7%-37.4pp |
| Annual return | 13.82% | 21.69%-7.9pp | 66.63%-52.8pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,098 | $1,801-39.0% | $2,731-59.8% | $2,756-60.2% |
| Participant deferral / active EE | $2,921 | $3,113-6.2% | $4,523-35.4% | $4,299-32.0% |
| Admin fee / account holder | $3,574 | $4,988-28.4% | $6,160-42.0% | $6,940-48.5% |