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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 | $62,375 | $72,607-14.1% | $90,259-30.9% | $87,485-28.7% |
| Participation rate | 24.1% | 64.8%-40.7pp | 70.7%-46.6pp | 68.9%-44.8pp |
| Annual return | 19.95% | 18.59%+1.4pp | 18.88%+1.1pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,145 | $1,919-40.3% | $2,291-50.0% | $2,596-55.9% |
| Participant deferral / active EE | $3,660 | $3,055+19.8% | $3,827-4.3% | $4,274-14.4% |
| Admin fee / account holder | $677 | $5,947-88.6% | $7,267-90.7% | $7,775-91.3% |