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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 | $60,060 | $81,457-26.3% | $103,378-41.9% | $80,911-25.8% |
| Participation rate | 35.7% | 66.8%-31.1pp | 74.5%-38.8pp | 67.6%-31.9pp |
| Annual return | 17.87% | 25.58%-7.7pp | 24.91%-7.0pp | 35.63%-17.8pp |
| Employer contribution / active EE | $1,900 | $3,107-38.9% | $3,870-50.9% | $2,756-31.1% |
| Participant deferral / active EE | $3,857 | $3,871-0.4% | $5,058-23.7% | $4,297-10.2% |
| Admin fee / account holder | $574 | $6,717-91.5% | $8,401-93.2% | $6,935-91.7% |