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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 | $67,446 | $81,504-17.2% | $102,437-34.2% | $80,959-16.7% |
| Participation rate | 41.8% | 66.9%-25.1pp | 74.5%-32.7pp | 67.7%-25.9pp |
| Annual return | 13.60% | 25.60%-12.0pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,979 | $3,104-36.2% | $3,871-48.9% | $2,757-28.2% |
| Participant deferral / active EE | $3,554 | $3,871-8.2% | $5,060-29.8% | $4,300-17.3% |
| Admin fee / account holder | $6,797 | $6,719+1.2% | $8,388-19.0% | $6,925-1.8% |