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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 | $56,918 | $81,504-30.2% | $102,437-44.4% | $80,959-29.7% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 13.52% | 25.60%-12.1pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,508 | $3,104-51.4% | $3,871-61.0% | $2,757-45.3% |
| Participant deferral / active EE | $2,677 | $3,871-30.9% | $5,060-47.1% | $4,300-37.8% |
| Admin fee / account holder | $622 | $6,719-90.7% | $8,388-92.6% | $6,925-91.0% |