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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 | $58,261 | $81,504-28.5% | $102,437-43.1% | $80,959-28.0% |
| Participation rate | 57.7% | 66.9%-9.1pp | 74.5%-16.8pp | 67.7%-9.9pp |
| Annual return | 17.72% | 25.60%-7.9pp | 24.95%-7.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,154 | $3,104-30.6% | $3,871-44.3% | $2,757-21.9% |
| Participant deferral / active EE | $3,705 | $3,871-4.3% | $5,060-26.8% | $4,300-13.8% |
| Admin fee / account holder | $1,630 | $6,719-75.7% | $8,388-80.6% | $6,925-76.5% |