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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 | $61,243 | $56,894+7.6% | $84,753-27.7% | $62,881-2.6% |
| Participation rate | 60.9% | 68.5%-7.7pp | 76.6%-15.7pp | 69.3%-8.4pp |
| Annual return | 6.31% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,171 | $2,400-51.2% | $3,574-67.2% | $2,281-48.7% |
| Participant deferral / active EE | $1,617 | $2,709-40.3% | $3,712-56.4% | $3,203-49.5% |
| Admin fee / account holder | $418 | $3,581-88.3% | $5,333-92.2% | $4,296-90.3% |