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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 | $57,659 | $77,962-26.0% | $178,540-67.7% | $80,935-28.8% |
| Participation rate | 63.0% | 65.7%-2.7pp | 77.1%-14.1pp | 67.7%-4.7pp |
| Annual return | 12.34% | 18.10%-5.8pp | 27.15%-14.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,062 | $2,280-53.4% | $3,953-73.1% | $2,757-61.5% |
| Participant deferral / active EE | $2,832 | $4,404-35.7% | $6,281-54.9% | $4,299-34.1% |
| Admin fee / account holder | $1,871 | $7,156-73.9% | $10,424-82.1% | $6,924-73.0% |