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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 | $64,537 | $86,949-25.8% | $102,460-37.0% | $80,959-20.3% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.7%-9.0pp |
| Annual return | 13.72% | 18.89%-5.2pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,752 | $2,370-26.0% | $3,025-42.1% | $2,757-36.4% |
| Participant deferral / active EE | $3,637 | $4,121-11.7% | $5,056-28.1% | $4,300-15.4% |
| Admin fee / account holder | $3,734 | $8,048-53.6% | $9,460-60.5% | $6,925-46.1% |