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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 | $65,581 | $78,015-15.9% | $178,505-63.3% | $80,959-19.0% |
| Participation rate | 37.3% | 65.7%-28.4pp | 77.1%-39.9pp | 67.7%-30.4pp |
| Annual return | 12.41% | 18.10%-5.7pp | 27.16%-14.7pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,300 | $2,281-43.0% | $3,955-67.1% | $2,757-52.9% |
| Participant deferral / active EE | $4,582 | $4,406+4.0% | $6,280-27.0% | $4,300+6.5% |
| Admin fee / account holder | $3,990 | $7,160-44.3% | $10,428-61.7% | $6,925-42.4% |