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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 | $62,412 | $81,403-23.3% | $147,027-57.6% | $87,485-28.7% |
| Participation rate | 52.3% | 63.4%-11.1pp | 73.7%-21.4pp | 68.9%-16.6pp |
| Annual return | 15.86% | 16.51%-0.7pp | 20.23%-4.4pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,662 | $2,205-24.7% | $3,626-54.2% | $2,596-36.0% |
| Participant deferral / active EE | $2,926 | $3,315-11.8% | $4,933-40.7% | $4,274-31.5% |
| Admin fee / account holder | $1,797 | $6,755-73.4% | $12,223-85.3% | $7,775-76.9% |