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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 | $60,899 | $76,371-20.3% | $93,621-35.0% | $72,976-16.5% |
| Participation rate | 58.7% | 71.8%-13.0pp | 75.8%-17.1pp | 69.5%-10.8pp |
| Annual return | 23.25% | 25.82%-2.6pp | 32.76%-9.5pp | 81.02%-57.8pp |
| Employer contribution / active EE | $1,106 | $2,276-51.4% | $2,719-59.3% | $2,440-54.7% |
| Participant deferral / active EE | $3,624 | $3,538+2.4% | $4,070-11.0% | $3,608+0.4% |
| Admin fee / account holder | $10,257 | $6,839+50.0% | $7,890+30.0% | $5,124+100.2% |