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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 | $44,471 | $72,486-38.6% | $87,103-48.9% | $72,976-39.1% |
| Participation rate | 62.9% | 72.8%-9.9pp | 76.9%-14.0pp | 69.5%-6.6pp |
| Annual return | 22.46% | 24.46%-2.0pp | 28.19%-5.7pp | 81.02%-58.6pp |
| Employer contribution / active EE | $1,773 | $1,894-6.4% | $2,521-29.7% | $2,440-27.3% |
| Participant deferral / active EE | $2,612 | $3,270-20.1% | $4,049-35.5% | $3,608-27.6% |
| Admin fee / account holder | $3,706 | $5,055-26.7% | $7,491-50.5% | $5,124-27.7% |