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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 | $64,789 | $86,949-25.5% | $102,460-36.8% | $80,959-20.0% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.7%-8.3pp |
| Annual return | 16.96% | 18.89%-1.9pp | 29.47%-12.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,053 | $2,370-55.6% | $3,025-65.2% | $2,757-61.8% |
| Participant deferral / active EE | $3,169 | $4,121-23.1% | $5,056-37.3% | $4,300-26.3% |
| Admin fee / account holder | $3,115 | $8,048-61.3% | $9,460-67.1% | $6,925-55.0% |