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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 | $51,137 | $52,580-2.7% | $71,671-28.7% | $70,126-27.1% |
| Participation rate | 36.4% | 60.9%-24.5pp | 68.7%-32.4pp | 69.5%-33.2pp |
| Annual return | 17.71% | 20.25%-2.5pp | 20.65%-2.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,206 | $1,616-25.3% | $2,460-51.0% | $2,343-48.5% |
| Participant deferral / active EE | $2,725 | $2,386+14.2% | $3,438-20.7% | $3,332-18.2% |
| Admin fee / account holder | $7,375 | $3,653+101.9% | $5,558+32.7% | $4,645+58.8% |