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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 | $59,756 | $72,272-17.3% | $101,264-41.0% | $79,858-25.2% |
| Participation rate | 41.5% | 68.5%-27.0pp | 75.8%-34.3pp | 69.6%-28.2pp |
| Annual return | 13.38% | 22.30%-8.9pp | 46.48%-33.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,304 | $2,692-51.6% | $3,660-64.4% | $2,471-47.2% |
| Participant deferral / active EE | $2,670 | $3,282-18.6% | $4,370-38.9% | $3,740-28.6% |
| Admin fee / account holder | $1,452 | $4,401-67.0% | $5,947-75.6% | $5,306-72.6% |