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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 | $97,550-40.0% | $120,344-51.4% | $87,485-33.1% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 13.34% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,197 | $2,291-47.7% | $3,020-60.4% | $2,596-53.9% |
| Participant deferral / active EE | $2,909 | $4,230-31.2% | $5,135-43.3% | $4,274-31.9% |
| Admin fee / account holder | $3,501 | $9,543-63.3% | $12,742-72.5% | $7,775-55.0% |