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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 | $55,564 | $104,098-46.6% | $140,514-60.5% | $94,015-40.9% |
| Participation rate | 69.0% | 73.7%-4.7pp | 77.8%-8.8pp | 70.8%-1.8pp |
| Annual return | 12.18% | 15.14%-3.0pp | 14.36%-2.2pp | 17.84%-5.7pp |
| Employer contribution / active EE | $811 | $2,388-66.1% | $3,378-76.0% | $2,790-70.9% |
| Participant deferral / active EE | $2,410 | $4,033-40.2% | $4,919-51.0% | $4,249-43.3% |
| Admin fee / account holder | $1,349 | $10,439-87.1% | $13,697-90.2% | $8,951-84.9% |