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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 | $59,194 | $81,504-27.4% | $102,437-42.2% | $80,959-26.9% |
| Participation rate | 37.8% | 66.9%-29.0pp | 74.5%-36.7pp | 67.7%-29.8pp |
| Annual return | 13.30% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,193 | $3,104-61.6% | $3,871-69.2% | $2,757-56.7% |
| Participant deferral / active EE | $2,478 | $3,871-36.0% | $5,060-51.0% | $4,300-42.4% |
| Admin fee / account holder | $5,662 | $6,719-15.7% | $8,388-32.5% | $6,925-18.2% |