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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 | $63,416 | $73,787-14.1% | $98,716-35.8% | $82,448-23.1% |
| Participation rate | 40.6% | 61.4%-20.8pp | 69.3%-28.7pp | 68.1%-27.4pp |
| Annual return | 16.44% | 18.57%-2.1pp | 31.81%-15.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,174 | $1,511-22.3% | $2,279-48.5% | $2,551-54.0% |
| Participant deferral / active EE | $2,850 | $3,081-7.5% | $4,048-29.6% | $4,139-31.1% |
| Admin fee / account holder | $2,992 | $6,500-54.0% | $8,703-65.6% | $7,234-58.6% |