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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 | $55,633 | $80,985-31.3% | $96,576-42.4% | $75,181-26.0% |
| Participation rate | 59.3% | 71.8%-12.5pp | 76.0%-16.7pp | 67.2%-7.9pp |
| Annual return | 22.98% | 27.05%-4.1pp | 25.87%-2.9pp | 160.69%-137.7pp |
| Employer contribution / active EE | $1,636 | $2,282-28.3% | $2,965-44.8% | $2,671-38.7% |
| Participant deferral / active EE | $3,010 | $3,929-23.4% | $4,851-37.9% | $4,126-27.0% |
| Admin fee / account holder | $960 | $6,719-85.7% | $8,253-88.4% | $5,650-83.0% |