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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 | $50,182 | $76,371-34.3% | $93,621-46.4% | $72,975-31.2% |
| Participation rate | 61.0% | 71.8%-10.8pp | 75.8%-14.9pp | 69.5%-8.5pp |
| Annual return | 24.18% | 25.82%-1.6pp | 32.76%-8.6pp | 81.01%-56.8pp |
| Employer contribution / active EE | $628 | $2,276-72.4% | $2,719-76.9% | $2,440-74.3% |
| Participant deferral / active EE | $4,215 | $3,538+19.1% | $4,070+3.6% | $3,608+16.8% |
| Admin fee / account holder | $670 | $6,839-90.2% | $7,890-91.5% | $5,124-86.9% |