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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 | $58,057+6.0% | $97,032-36.6% | $86,983-29.3% |
| Participation rate | 48.2% | 60.4%-12.1pp | 71.6%-23.4pp | 69.5%-21.3pp |
| Annual return | 14.57% | 22.26%-7.7pp | 35.38%-20.8pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,141 | $1,663-31.4% | $2,629-56.6% | $2,584-55.9% |
| Participant deferral / active EE | $2,329 | $3,244-28.2% | $4,672-50.1% | $4,194-44.5% |
| Admin fee / account holder | $892 | $4,839-81.6% | $9,418-90.5% | $7,856-88.6% |