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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 | $51,037 | $81,504-37.4% | $102,437-50.2% | $80,959-37.0% |
| Participation rate | 62.7% | 66.9%-4.1pp | 74.5%-11.8pp | 67.7%-5.0pp |
| Annual return | 16.02% | 25.60%-9.6pp | 24.95%-8.9pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,872 | $3,104-39.7% | $3,871-51.6% | $2,757-32.1% |
| Participant deferral / active EE | $3,205 | $3,871-17.2% | $5,060-36.7% | $4,300-25.5% |
| Admin fee / account holder | $1,922 | $6,719-71.4% | $8,388-77.1% | $6,925-72.2% |