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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 | $58,539 | $95,453-38.7% | $112,040-47.8% | $82,448-29.0% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 13.34% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,197 | $2,318-48.3% | $2,954-59.5% | $2,551-53.1% |
| Participant deferral / active EE | $2,909 | $4,224-31.1% | $5,098-42.9% | $4,139-29.7% |
| Admin fee / account holder | $3,501 | $9,013-61.2% | $12,098-71.1% | $7,234-51.6% |