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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 | $63,602 | $81,504-22.0% | $102,437-37.9% | $80,959-21.4% |
| Participation rate | 44.8% | 66.9%-22.0pp | 74.5%-29.7pp | 67.7%-22.8pp |
| Annual return | 13.15% | 25.60%-12.4pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,486 | $3,104-52.1% | $3,871-61.6% | $2,757-46.1% |
| Participant deferral / active EE | $3,087 | $3,871-20.2% | $5,060-39.0% | $4,300-28.2% |
| Admin fee / account holder | $3,246 | $6,719-51.7% | $8,388-61.3% | $6,925-53.1% |