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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 | $56,865 | $87,465-35.0% | $122,979-53.8% | $65,306-12.9% |
| Participation rate | 40.3% | 66.0%-25.7pp | 77.2%-36.9pp | 57.7%-17.4pp |
| Annual return | 14.53% | 19.76%-5.2pp | 20.12%-5.6pp | 21.94%-7.4pp |
| Employer contribution / active EE | $1,052 | $2,156-51.2% | $3,062-65.7% | $1,967-46.5% |
| Participant deferral / active EE | $2,267 | $3,705-38.8% | $5,003-54.7% | $2,959-23.4% |
| Admin fee / account holder | $4,240 | $5,100-16.9% | $12,864-67.0% | $3,480+21.9% |