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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 | $61,986 | $81,504-23.9% | $102,437-39.5% | $80,959-23.4% |
| Participation rate | 62.5% | 66.9%-4.4pp | 74.5%-12.0pp | 67.7%-5.2pp |
| Annual return | 11.52% | 25.60%-14.1pp | 24.95%-13.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,877 | $3,104-39.5% | $3,871-51.5% | $2,757-31.9% |
| Participant deferral / active EE | $3,441 | $3,871-11.1% | $5,060-32.0% | $4,300-20.0% |
| Admin fee / account holder | $1,457 | $6,719-78.3% | $8,388-82.6% | $6,925-79.0% |