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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 | $39,289 | $72,492-45.8% | $87,102-54.9% | $72,983-46.2% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 17.86% | 24.46%-6.6pp | 28.19%-10.3pp | 81.01%-63.1pp |
| Employer contribution / active EE | $937 | $1,894-50.5% | $2,521-62.8% | $2,440-61.6% |
| Participant deferral / active EE | $1,864 | $3,270-43.0% | $4,048-54.0% | $3,608-48.3% |
| Admin fee / account holder | $5,620 | $5,055+11.2% | $7,491-25.0% | $5,124+9.7% |