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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 | $61,125 | $86,919-29.7% | $102,457-40.3% | $80,911-24.5% |
| Participation rate | 37.2% | 72.4%-35.2pp | 76.5%-39.3pp | 67.6%-30.5pp |
| Annual return | 12.44% | 18.90%-6.5pp | 29.41%-17.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $1,395 | $2,368-41.1% | $3,022-53.8% | $2,756-49.4% |
| Participant deferral / active EE | $2,623 | $4,119-36.3% | $5,054-48.1% | $4,297-39.0% |
| Admin fee / account holder | $6,998 | $8,049-13.1% | $9,451-26.0% | $6,935+0.9% |