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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 | $41,114 | $48,300-14.9% | $40,145,923-99.9% | $62,881-34.6% |
| Participation rate | 65.9% | 62.0%+3.8pp | 68.4%-2.6pp | 69.3%-3.5pp |
| Annual return | 5.60% | 6.95%-1.4pp | 5.24%+0.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,035 | $1,333-22.4% | $1,844-43.8% | $2,281-54.6% |
| Participant deferral / active EE | $2,144 | $2,388-10.2% | $2,591-17.2% | $3,203-33.1% |
| Admin fee / account holder | $1,453 | $2,919-50.2% | $2,903-50.0% | $4,296-66.2% |