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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 | $86,938-25.8% | $102,423-37.0% | $80,925-20.3% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.7%-9.0pp |
| Annual return | 13.72% | 18.89%-5.2pp | 29.42%-15.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,752 | $2,369-26.0% | $3,023-42.0% | $2,756-36.4% |
| Participant deferral / active EE | $3,637 | $4,120-11.7% | $5,054-28.0% | $4,299-15.4% |
| Admin fee / account holder | $3,734 | $8,053-53.6% | $9,455-60.5% | $6,940-46.2% |