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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 | $62,032 | $72,269-14.2% | $101,271-38.7% | $79,852-22.3% |
| Participation rate | 59.2% | 68.5%-9.3pp | 75.8%-16.6pp | 69.6%-10.5pp |
| Annual return | 21.27% | 22.29%-1.0pp | 46.48%-25.2pp | 31.72%-10.5pp |
| Employer contribution / active EE | $1,132 | $2,692-57.9% | $3,660-69.1% | $2,471-54.2% |
| Participant deferral / active EE | $2,477 | $3,282-24.5% | $4,371-43.3% | $3,740-33.8% |
| Admin fee / account holder | $1,609 | $4,401-63.4% | $5,948-72.9% | $5,306-69.7% |