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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 | $57,477 | $56,894+1.0% | $84,753-32.2% | $62,881-8.6% |
| Participation rate | 56.7% | 68.5%-11.9pp | 76.6%-19.9pp | 69.3%-12.6pp |
| Annual return | 9.01% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,331 | $2,400-44.5% | $3,574-62.8% | $2,281-41.6% |
| Participant deferral / active EE | $2,156 | $2,709-20.4% | $3,712-41.9% | $3,203-32.7% |
| Admin fee / account holder | $309 | $3,581-91.4% | $5,333-94.2% | $4,296-92.8% |