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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 | $55,932 | $63,845-12.4% | $81,370-31.3% | $80,959-30.9% |
| Participation rate | 61.3% | 63.9%-2.6pp | 69.5%-8.3pp | 67.7%-6.4pp |
| Annual return | 12.93% | 16.37%-3.4pp | 24.85%-11.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $798 | $1,980-59.7% | $2,464-67.6% | $2,757-71.1% |
| Participant deferral / active EE | $1,995 | $3,093-35.5% | $3,885-48.7% | $4,300-53.6% |
| Admin fee / account holder | $1,652 | $5,688-71.0% | $5,749-71.3% | $6,925-76.1% |