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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 | $57,330 | $99,345-42.3% | $84,753-32.4% | $273,972-79.1% |
| Participation rate | 64.7% | 80.7%-16.0pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 4.75% | 22.93%-18.2pp | 22.78%-18.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,449 | $4,214-65.6% | $3,574-59.5% | $4,869-70.2% |
| Participant deferral / active EE | $2,525 | $4,270-40.9% | $3,712-32.0% | $5,287-52.2% |
| Admin fee / account holder | $1,570 | $6,645-76.4% | $5,333-70.6% | $10,133-84.5% |