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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 | $62,014 | $76,551-19.0% | $123,894-49.9% | $62,881-1.4% |
| Participation rate | 60.3% | 73.0%-12.7pp | 81.4%-21.2pp | 69.3%-9.0pp |
| Annual return | 8.98% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,608 | $2,882-44.2% | $4,617-65.2% | $2,281-29.5% |
| Participant deferral / active EE | $3,701 | $4,840-23.5% | $5,984-38.1% | $3,203+15.6% |
| Admin fee / account holder | $461 | $4,826-90.4% | $8,357-94.5% | $4,296-89.3% |