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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 | $55,499 | $99,345-44.1% | $84,753-34.5% | $273,972-79.7% |
| Participation rate | 61.9% | 80.7%-18.8pp | 76.6%-14.7pp | 83.0%-21.1pp |
| Annual return | 3.21% | 22.93%-19.7pp | 22.78%-19.6pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,347 | $4,214-68.0% | $3,574-62.3% | $4,869-72.3% |
| Participant deferral / active EE | $2,717 | $4,270-36.4% | $3,712-26.8% | $5,287-48.6% |
| Admin fee / account holder | $2,414 | $6,645-63.7% | $5,333-54.7% | $10,133-76.2% |