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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 | $49,760 | $81,476-38.9% | $102,383-51.4% | $80,925-38.5% |
| Participation rate | 59.0% | 66.8%-7.9pp | 74.5%-15.5pp | 67.7%-8.7pp |
| Annual return | 11.86% | 25.59%-13.7pp | 24.94%-13.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,576 | $3,105-49.2% | $3,870-59.3% | $2,756-42.8% |
| Participant deferral / active EE | $3,072 | $3,871-20.7% | $5,060-39.3% | $4,299-28.5% |
| Admin fee / account holder | $1,179 | $6,717-82.5% | $8,391-86.0% | $6,940-83.0% |