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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 | $60,868 | $61,605-1.2% | $112,273-45.8% | $75,173-19.0% |
| Participation rate | 52.4% | 61.7%-9.2pp | 72.4%-20.0pp | 67.2%-14.8pp |
| Annual return | 29.83% | 28.47%+1.4pp | 30.23%-0.4pp | 160.72%-130.9pp |
| Employer contribution / active EE | $1,311 | $2,015-34.9% | $3,431-61.8% | $2,671-50.9% |
| Participant deferral / active EE | $2,665 | $3,108-14.3% | $4,800-44.5% | $4,126-35.4% |
| Admin fee / account holder | $1,385 | $4,862-71.5% | $7,752-82.1% | $5,651-75.5% |