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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 | $61,455 | $72,486-15.2% | $87,103-29.4% | $72,976-15.8% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.9%-28.7pp | 69.5%-21.3pp |
| Annual return | 25.92% | 24.46%+1.5pp | 28.19%-2.3pp | 81.02%-55.1pp |
| Employer contribution / active EE | $1,145 | $1,894-39.5% | $2,521-54.6% | $2,440-53.1% |
| Participant deferral / active EE | $4,147 | $3,270+26.8% | $4,049+2.4% | $3,608+15.0% |
| Admin fee / account holder | $2,491 | $5,055-50.7% | $7,491-66.7% | $5,124-51.4% |