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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 | $50,371 | $67,602-25.5% | $82,312-38.8% | $70,126-28.2% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 17.76% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,008 | $1,755-42.6% | $2,428-58.5% | $2,343-57.0% |
| Participant deferral / active EE | $4,504 | $2,987+50.8% | $3,706+21.5% | $3,332+35.2% |
| Admin fee / account holder | $723 | $4,512-84.0% | $5,608-87.1% | $4,645-84.4% |