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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 | $64,223 | $81,487-21.2% | $102,412-37.3% | $80,935-20.6% |
| Participation rate | 40.3% | 66.8%-26.5pp | 74.5%-34.2pp | 67.7%-27.4pp |
| Annual return | 22.35% | 25.60%-3.2pp | 24.94%-2.6pp | 35.66%-13.3pp |
| Employer contribution / active EE | $1,301 | $3,103-58.1% | $3,870-66.4% | $2,757-52.8% |
| Participant deferral / active EE | $2,734 | $3,871-29.4% | $5,060-46.0% | $4,299-36.4% |
| Admin fee / account holder | $2,009 | $6,717-70.1% | $8,388-76.1% | $6,924-71.0% |