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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 | $81,487-26.3% | $102,412-41.4% | $80,935-25.8% |
| Participation rate | 35.7% | 66.8%-31.1pp | 74.5%-38.8pp | 67.7%-31.9pp |
| Annual return | 17.87% | 25.60%-7.7pp | 24.94%-7.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $1,900 | $3,103-38.8% | $3,870-50.9% | $2,757-31.1% |
| Participant deferral / active EE | $3,857 | $3,871-0.3% | $5,060-23.8% | $4,299-10.3% |
| Admin fee / account holder | $574 | $6,717-91.5% | $8,388-93.2% | $6,924-91.7% |