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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 | $45,616 | $54,757-16.7% | $90,304-49.5% | $72,975-37.5% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 18.73% | 30.63%-11.9pp | 78.13%-59.4pp | 81.01%-62.3pp |
| Employer contribution / active EE | $426 | $2,093-79.7% | $2,855-85.1% | $2,440-82.6% |
| Participant deferral / active EE | $2,175 | $2,887-24.7% | $3,885-44.0% | $3,608-39.7% |
| Admin fee / account holder | $408 | $3,973-89.7% | $5,354-92.4% | $5,124-92.0% |