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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 | $57,174 | $81,487-29.8% | $102,412-44.2% | $80,935-29.4% |
| Participation rate | 63.5% | 66.8%-3.4pp | 74.5%-11.0pp | 67.7%-4.2pp |
| Annual return | 14.06% | 25.60%-11.5pp | 24.94%-10.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,986 | $3,103-36.0% | $3,870-48.7% | $2,757-28.0% |
| Participant deferral / active EE | $3,138 | $3,871-18.9% | $5,060-38.0% | $4,299-27.0% |
| Admin fee / account holder | $1,313 | $6,717-80.5% | $8,388-84.3% | $6,924-81.0% |