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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 | $81,476-28.5% | $102,383-43.1% | $80,925-28.0% |
| Participation rate | 57.7% | 66.8%-9.1pp | 74.5%-16.8pp | 67.7%-9.9pp |
| Annual return | 17.72% | 25.59%-7.9pp | 24.94%-7.2pp | 35.65%-17.9pp |
| Employer contribution / active EE | $2,154 | $3,105-30.6% | $3,870-44.3% | $2,756-21.8% |
| Participant deferral / active EE | $3,705 | $3,871-4.3% | $5,060-26.8% | $4,299-13.8% |
| Admin fee / account holder | $1,630 | $6,717-75.7% | $8,391-80.6% | $6,940-76.5% |