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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 | $61,521 | $57,590+6.8% | $86,233-28.7% | $82,448-25.4% |
| Participation rate | 48.2% | 57.9%-9.7pp | 69.0%-20.8pp | 68.1%-19.9pp |
| Annual return | 14.57% | 22.41%-7.8pp | 61.39%-46.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,141 | $1,655-31.1% | $2,504-54.4% | $2,551-55.3% |
| Participant deferral / active EE | $2,329 | $3,080-24.4% | $4,559-48.9% | $4,139-43.7% |
| Admin fee / account holder | $892 | $4,730-81.1% | $8,342-89.3% | $7,234-87.7% |