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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 | $61,582 | $72,486-15.0% | $87,103-29.3% | $72,976-15.6% |
| Participation rate | 58.2% | 72.8%-14.6pp | 76.9%-18.7pp | 69.5%-11.3pp |
| Annual return | 23.39% | 24.46%-1.1pp | 28.19%-4.8pp | 81.02%-57.6pp |
| Employer contribution / active EE | $1,276 | $1,894-32.6% | $2,521-49.4% | $2,440-47.7% |
| Participant deferral / active EE | $2,428 | $3,270-25.7% | $4,049-40.0% | $3,608-32.7% |
| Admin fee / account holder | $2,882 | $5,055-43.0% | $7,491-61.5% | $5,124-43.7% |