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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 | $58,528 | $94,439-38.0% | $73,658-20.5% | $154,746-62.2% |
| Participation rate | 45.5% | 64.7%-19.2pp | 57.0%-11.6pp | 80.7%-35.2pp |
| Annual return | 16.99% | 28.25%-11.3pp | 29.72%-12.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,286 | $1,257+2.2% | $1,032+24.5% | $4,379-70.6% |
| Participant deferral / active EE | $3,943 | $2,527+56.0% | $2,062+91.2% | $6,730-41.4% |
| Admin fee / account holder | $2,662 | $3,843-30.7% | $3,357-20.7% | $14,365-81.5% |