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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 | $42,477 | $60,349-29.6% | $74,184-42.7% | $62,881-32.4% |
| Participation rate | 67.1% | 72.7%-5.7pp | 76.6%-9.5pp | 69.3%-2.2pp |
| Annual return | 5.01% | 21.38%-16.4pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $757 | $1,680-55.0% | $2,370-68.1% | $2,281-66.8% |
| Participant deferral / active EE | $2,687 | $2,856-5.9% | $3,550-24.3% | $3,203-16.1% |
| Admin fee / account holder | $12,755 | $4,261+199.4% | $5,586+128.4% | $4,296+196.9% |