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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 | $61,433 | $72,471-15.2% | $94,215-34.8% | $86,983-29.4% |
| Participation rate | 39.3% | 63.9%-24.6pp | 70.0%-30.7pp | 69.5%-30.3pp |
| Annual return | 12.11% | 26.44%-14.3pp | 28.22%-16.1pp | 25.83%-13.7pp |
| Employer contribution / active EE | $1,260 | $1,936-34.9% | $2,675-52.9% | $2,584-51.3% |
| Participant deferral / active EE | $4,219 | $3,397+24.2% | $4,276-1.3% | $4,194+0.6% |
| Admin fee / account holder | $671 | $6,468-89.6% | $10,216-93.4% | $7,856-91.5% |