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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 | $79,867-28.8% | $120,344-52.7% | $64,340-11.6% |
| Participation rate | 40.3% | 63.0%-22.7pp | 76.7%-36.4pp | 55.2%-15.0pp |
| Annual return | 14.53% | 21.10%-6.6pp | 20.30%-5.8pp | 24.14%-9.6pp |
| Employer contribution / active EE | $1,052 | $1,925-45.4% | $3,020-65.2% | $1,862-43.5% |
| Participant deferral / active EE | $2,267 | $3,593-36.9% | $5,135-55.9% | $2,980-23.9% |
| Admin fee / account holder | $4,240 | $5,039-15.9% | $12,742-66.7% | $3,703+14.5% |