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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 | $59,936 | $79,955-25.0% | $98,450-39.1% | $75,181-20.3% |
| Participation rate | 44.1% | 70.4%-26.2pp | 75.2%-31.0pp | 67.2%-23.1pp |
| Annual return | 17.54% | 19.75%-2.2pp | 21.16%-3.6pp | 160.69%-143.1pp |
| Employer contribution / active EE | $1,509 | $2,264-33.3% | $3,049-50.5% | $2,671-43.5% |
| Participant deferral / active EE | $3,640 | $3,752-3.0% | $4,739-23.2% | $4,126-11.8% |
| Admin fee / account holder | $324 | $6,841-95.3% | $8,961-96.4% | $5,650-94.3% |