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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 | $63,573 | $86,940-26.9% | $102,434-37.9% | $80,935-21.5% |
| Participation rate | 64.2% | 72.4%-8.2pp | 76.5%-12.3pp | 67.7%-3.5pp |
| Annual return | 12.86% | 18.89%-6.0pp | 29.46%-16.6pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,456 | $2,370-38.6% | $3,023-51.8% | $2,757-47.2% |
| Participant deferral / active EE | $5,108 | $4,121+23.9% | $5,055+1.0% | $4,299+18.8% |
| Admin fee / account holder | $2,268 | $8,047-71.8% | $9,462-76.0% | $6,924-67.2% |