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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 | $60,273 | $123,478-51.2% | $216,567-72.2% | $94,015-35.9% |
| Participation rate | 44.4% | 75.1%-30.7pp | 81.6%-37.2pp | 70.8%-26.4pp |
| Annual return | 20.91% | 23.61%-2.7pp | 12.94%+8.0pp | 17.84%+3.1pp |
| Employer contribution / active EE | $1,143 | $3,136-63.5% | $5,216-78.1% | $2,790-59.0% |
| Participant deferral / active EE | $4,245 | $4,556-6.8% | $6,191-31.4% | $4,249-0.1% |
| Admin fee / account holder | $434 | $12,753-96.6% | $21,981-98.0% | $8,951-95.1% |