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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 | $68,431 | $77,896-12.2% | $134,172-49.0% | $82,448-17.0% |
| Participation rate | 58.5% | 62.8%-4.3pp | 72.5%-13.9pp | 68.1%-9.5pp |
| Annual return | 12.63% | 18.21%-5.6pp | 25.30%-12.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,215 | $2,159-43.7% | $3,420-64.5% | $2,551-52.4% |
| Participant deferral / active EE | $2,172 | $3,162-31.3% | $4,690-53.7% | $4,139-47.5% |
| Admin fee / account holder | $1,151 | $6,336-81.8% | $12,016-90.4% | $7,234-84.1% |