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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 | $67,801 | $83,485-18.8% | $125,192-45.8% | $72,975-7.1% |
| Participation rate | 59.3% | 73.3%-14.0pp | 79.8%-20.5pp | 69.5%-10.2pp |
| Annual return | 19.85% | 25.77%-5.9pp | 43.79%-23.9pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,031 | $2,346-56.1% | $3,866-73.3% | $2,440-57.8% |
| Participant deferral / active EE | $4,000 | $3,586+11.5% | $4,937-19.0% | $3,608+10.9% |
| Admin fee / account holder | $889 | $5,518-83.9% | $9,704-90.8% | $5,124-82.7% |