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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 | $60,725 | $70,486-13.8% | $100,535-39.6% | $79,856-24.0% |
| Participation rate | 55.4% | 73.6%-18.3pp | 79.4%-24.0pp | 69.6%-14.3pp |
| Annual return | 16.34% | 21.90%-5.6pp | 30.90%-14.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,187 | $2,165-45.2% | $3,419-65.3% | $2,471-52.0% |
| Participant deferral / active EE | $4,146 | $5,182-20.0% | $6,271-33.9% | $3,741+10.8% |
| Admin fee / account holder | $1,954 | $4,480-56.4% | $8,085-75.8% | $5,306-63.2% |