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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 | $59,015 | $86,949-32.1% | $102,460-42.4% | $80,959-27.1% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 11.92% | 18.89%-7.0pp | 29.47%-17.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,661 | $2,370-29.9% | $3,025-45.1% | $2,757-39.8% |
| Participant deferral / active EE | $3,539 | $4,121-14.1% | $5,056-30.0% | $4,300-17.7% |
| Admin fee / account holder | $7,399 | $8,048-8.1% | $9,460-21.8% | $6,925+6.8% |