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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 | $53,105 | $52,580+1.0% | $71,671-25.9% | $70,126-24.3% |
| Participation rate | 37.8% | 60.9%-23.1pp | 68.7%-31.0pp | 69.5%-31.8pp |
| Annual return | 18.22% | 20.25%-2.0pp | 20.65%-2.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $565 | $1,616-65.1% | $2,460-77.1% | $2,343-75.9% |
| Participant deferral / active EE | $1,652 | $2,386-30.8% | $3,438-52.0% | $3,332-50.4% |
| Admin fee / account holder | $1,229 | $3,653-66.3% | $5,558-77.9% | $4,645-73.5% |