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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 | $65,796 | $124,980-47.4% | $108,359-39.3% | $154,746-57.5% |
| Participation rate | 63.6% | 75.2%-11.5pp | 70.1%-6.5pp | 80.7%-17.1pp |
| Annual return | 11.35% | 45.00%-33.7pp | 36.89%-25.5pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,061 | $2,851-62.8% | $2,399-55.8% | $4,379-75.8% |
| Participant deferral / active EE | $1,652 | $4,743-65.2% | $4,137-60.1% | $6,730-75.5% |
| Admin fee / account holder | $2,756 | $11,502-76.0% | $9,741-71.7% | $14,365-80.8% |